About FPG WEALTH
FPG Wealth is a leading financial advisory firm that provides comprehensive wealth management services to individuals, families, and businesses. With a team of highly experienced and knowledgeable financial experts, FPG Wealth prides itself on its commitment to helping clients achieve their financial goals and secure their financial future.
How Does the Advisor Help Clients – Key Takeaways:
- Offers personalized financial planning and investment management services
- Uses a holistic approach to financial management
- Provides customized solutions based on individual needs and goals
- Offers ongoing support and guidance to clients
Facts and Insights
FPG Wealth has been in the financial industry for over 20 years, gaining in-depth expertise and insights into the ever-changing financial landscape. The firm has consistently been recognized for its exceptional service and has received numerous industry awards for its unparalleled performance.
Assets Under Management, Number of Advisors and Time In Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 25 | 20+ years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Education planning
- Insurance solutions
Client Types
FPG Wealth serves a diverse range of clients, including:
- High-net-worth individuals
- Small business owners
- Families
- Professionals
- Retirees
Fees & Compensation
FPG Wealth operates on a fee-only structure, meaning that the firm does not receive commissions for recommending specific investments or financial products. This allows the advisors to act in the best interests of their clients and provide unbiased advice.
The fees for FPG Wealth’s services are based on a percentage of the client’s assets under management, with a tiered fee structure that decreases as the assets increase. The firm also offers comprehensive financial planning services for a flat fee.
Background
The advisors at FPG Wealth have extensive backgrounds in finance, accounting, and business management. Many of them hold advanced degrees and industry certifications, and they undergo regular training and education to stay on top of the latest financial trends and regulations.
Financial Advisor Disclosures to Know
FPG Wealth is a registered investment advisor and is held to the fiduciary standard, which means that the firm is legally obligated to act in the best interests of its clients. Additionally, all of the firm’s advisors have a clean disciplinary record, with no history of disciplinary actions or sanctions from regulatory bodies.