Firm
FMP Wealth Advisers
Lake Charles, Louisiana
Fee-only
FMP Wealth Advisers at a glance
- One of 63 fee-only firms based in Louisiana in the Wellspent graph.
- 14 advisors are listed here; 6 of 14 hold the CFP.
- Its Form ADV reports 14 employees and 721 individual clients, 328 of them high net worth.
- Its average account is about $478,000 (assets it manages divided by its 2,806 accounts).
Facts
| Based in | Lake Charles, Louisiana |
|---|---|
| [email protected] | |
| Phone | (337) 433-4334 |
FMP Wealth Advisers fees
FMP Wealth Advisers doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $1.3 billion |
| Individual clients | 393 |
| High-net-worth clients | 328 |
| Accounts managed | 2,806 |
| Employees | 14 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-30367) |
| Financial planning | Offered |
| Form ADV filed | July 16, 2026 |
| SEC record | CRD 110270 |