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Adam Palmer Todd

FMP Wealth Advisers

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About Adam Palmer Todd

Adam Palmer Todd is a financial advisor in AUSTIN, TX. Adam Todd is registered with FMP Wealth Advisers and has been in the industry since June 1997. Adam Todd is licensed to provide financial advice in Louisiana and Texas. Adam Todd has passed the Uniform Securities Agent State Law Examination (Series 63) and the Investment Company Products/Variable Contracts Representative Examination (Series 6). Adam Todd has also earned the Certified Financial Planner designation. Adam Todd is currently providing financial services to a wide range of clients, including individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, pooled investment vehicles, and charitable organizations. FMP Wealth Advisers is an investment advisory firm that provides a wide range of financial services, including portfolio management, financial planning, and selection of other advisors. FMP Wealth Advisers has offices in AUSTIN, TX.

Firm Information

Adam Todd is currently registered with FMP Wealth Advisers. FMP Wealth Advisers is a registered investment advisor based in Austin, Texas. The firm offers a variety of advisory services, including financial planning, portfolio management, and selection of other advisors. FMP Wealth Advisers manages approximately $951.97 million in assets for individuals, corporations, pooled investment vehicles, and pension and profit-sharing plans.
FMP Wealth Advisers

6034 WEST COURTYARD DRIVE

AUSTIN, TX 78730

$951.97M

Assets Under Management

Not reported

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Adam Todd’s Registration & Firm History

TX

01/02/2003 - Present

FMP Wealth Advisers (AUSTIN TX)

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Licenses & Designations

BC

Issued 07/16/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/16/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Adam Palmer Todd.
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