Advisor at FCG Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
FCG Wealth Management LLC
Location
Visalia, CA
Credentials
Series 63, Series 66
Industry experience
26 years
Benjamin Reynoso is the principal advisor at FCG Wealth Management LLC in Visalia, CA, with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Modern Capital Advisors, LLC and Liberty Partners Financial Services, LLC since 2012. In addition to his advisory work, he is an independent insurance agent with over two decades of experience in life insurance sales. FCG Wealth Management provides discretionary portfolio management and financial planning primarily for individual clients, along with pension and profit-sharing plan services. The firm employs Modern Portfolio Theory in its investment approach and integrates insurance services, pension consulting, and estate-planning technology to support its clients.
Based on FCG Wealth Management LLC
Fixed fees up to $2,000 monthly or up to $30,000 one-time project fee (Financial Planning), $750 one-time fee for Estate Planning Platform
$0+: Up to 1.50% annually (Portfolio Management Fees, negotiable) $0 - $5,000,000: 0.50% annually (Pension Consulting Services) $5,000,000+: 0.35% annually (Pension Consulting Services)
$75 to $100 per hour (Financial Planning)
Fee-only: Financial Planning Fees: Hourly $75-$100; Fixed fees up to $2,000 monthly or up to $30,000 one-time project fee (negotiable)
Visalia, CA
California
FCG Wealth Management LLC
2022 - Present (4 years)
Modern Capital Advisors, LLC
2012 - Present (14 years)
Liberty Partners Financial Services, LLC
2012 - Present (14 years)
Independent Insurance Agent
2000 - Present (26 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Visalia, CA
CWS Asset Management
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Sequoia Financial, LLC
Series 65
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Molano Wealth Management
Series 63, Series 65
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Quinley Stewardship LLC
Series 65
Visalia, CA
Gilman Harris Travioli Slover Accountancy Corporation
Series 65
Visalia, CA
Molano Wealth Management
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