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Casey Clay Hall

FMP Wealth Advisers

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About Casey Clay Hall

Casey Clay Hall is an Investment Advisor Representative associated with FMP Wealth Advisers. Casey has been in the industry since September 2006. Casey is registered with the state of Texas and holds the Series 65 - Uniform Investment Adviser Law Examination license. Casey specializes in providing financial planning, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles.

Firm Information

Casey Hall 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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Casey Hall’s Registration & Firm History

TX

11/22/2006 - Present

FMP Wealth Advisers (AUSTIN TX)

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Licenses & Designations

IA

Issued 11/21/2006

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Casey Clay Hall.
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