FAPA Advisory Services Team (FAST)
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$8,991,343
Clients
18
0% high-net worth
Advisors
1
of 6 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
18
Very LowAverage account size
$499,519
About
FAPA Advisory Services Team provides discretionary investment management, financial planning, and retirement-plan advisory services to individual clients, including high‑net‑worth households, operating with a small client roster. In addition to standard advisory services, the firm offers career and interview preparation services specifically for professional pilots, delivered by current and former pilot recruiters.
The firm’s investment approach emphasizes long‑term, asset‑allocation strategies grounded in modern portfolio theory and generally implements portfolios using passive, asset‑class mutual funds and ETFs; financial planning is delivered through MoneyGuidePro. It manages client accounts on a discretionary basis, uses a third‑party retirement platform for certain plan accounts, and recommends a specific institutional custodian for custody and trade execution.
FAPA operates as a d/b/a of a Nevada LLC that is a subsidiary of a corporate parent and runs with a sole investment adviser representative, managing about $9 million in discretionary assets. Distinctive operational features include a stated policy to avoid funds with 12b‑1 fees, a practice of not accepting proxy‑voting authority, and reliance on third‑party platforms and an institutional custodian relationship to support retirement‑plan and execution services.
Client services
Financial planning
Portfolio management
Expertise
Income planning
General estate planning guidance
Cash flow / budgeting
Passive / index investing
Occupation focus
Airline Pilot
Fee options
$1,900 flat fee for financial planning services, payable in advance. Fee waived if assets under management exceed $250,000.
$0 - $250,000: 1.00% annually $250,001 - $500,000: 0.90% annually $500,001 - $1,000,000: 0.80% annually $1,000,001 - $1,541,666: 0.60% annually $1,541,667+: Capped at $20,000 per year
$200 per hour with a two-hour minimum for financial planning services.
Main office location
FAPA Advisory Services Team (FAST)
Peachtree City GA, United States
Number of offices
1
Most active in
FAPA Advisory Services Team (FAST) has reported serving >5 clients in these states in the last 12 months.
Georgia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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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.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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