About FINANCIAL MANAGEMENT ADVISORS, INC.
Financial Management Advisors, Inc. (FMA) is a leading financial management firm that specializes in providing personalized financial advice and services to individuals and businesses. With a team of experienced advisors and a commitment to staying up-to-date with the latest industry trends, FMA prides itself on helping clients achieve their financial goals and secure a stable financial future.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial advice and services
- Helps clients achieve their financial goals
- Offers a range of financial services
- Committed to staying up-to-date with industry trends
Facts and Insights
FMA has been in business for over 15 years, and in that time, has built a strong reputation for delivering high-quality financial services and advice to clients. Their team of advisors has a combined experience of over 50 years, making them well-equipped to handle a variety of financial needs and situations.
Assets Under Management, Number of Advisors and Time in Business
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 8 |
| Time in Business | 15+ years |
Financial Services Offered
FMA offers a comprehensive range of financial services to meet the diverse needs of their clients. Their services include:
- Investment management
- Retirement planning
- Tax planning and preparation
- Estate planning
- Insurance planning
- Education planning
Client Types
FMA works with a diverse range of clients, including individuals, families, and businesses of all sizes. They are committed to providing personalized financial solutions that are tailored to the unique needs and goals of each client.
Fees & Compensation
FMA operates on a fee-only basis, which means they do not receive commissions or other forms of compensation from financial product sales. This ensures that their clients receive unbiased and objective advice that is solely focused on their best interests. Fees are based on a percentage of assets under management and are fully transparent and disclosed to clients.
Background
The team at FMA is made up of experienced and knowledgeable financial advisors who are dedicated to helping clients achieve their financial goals. They stay current with industry trends and continuously update their skills to provide the best service and advice to their clients. FMA is also a proud member of the National Association of Personal Financial Advisors (NAPFA), which requires strict adherence to a fiduciary standard of care.
Financial Advisor Disclosures to Know
As a registered investment advisor, FMA adheres to all disclosure and reporting requirements set by the Securities and Exchange Commission (SEC). They have a clean record and have not faced any disciplinary actions or client complaints.