F
FFP Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$298,870,000
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
316
31% high-net worth
Advisors
1
of 8 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
316
Very HighAverage account size
$945,791
About
FFP Wealth Management is a fee-only registered investment adviser that serves individuals (including high‑net‑worth clients), trusts, estates, pension and profit‑sharing plans, charitable organizations, and small businesses. The firm provides comprehensive financial planning and ongoing investment management, and also offers standalone financial plans and limited‑scope consulting on tax, cash flow, insurance, retirement, and estate matters.
FFP manages client portfolios on a discretionary basis using a strategic asset allocation and a core‑and‑satellite approach with a primary focus on income and a secondary focus on growth. Portfolios are invested largely in no‑load mutual funds and exchange‑traded funds, with stocks, bonds and other securities used as appropriate, and the firm uses fundamental, technical and cyclical analysis to tailor allocations to clients’ objectives and risk tolerance.
Noteworthy operational features drawn from the brochure include managing approximately $301.1 million in assets with a three‑advisor team and maintaining a $500,000 full‑service account minimum (waivable at the firm’s discretion). FFP discloses it is strictly fee‑only (no commissions or performance‑based fees), provides tax preparation services separate from advisory work (a disclosed potential conflict of interest), is deemed to have constructive custody because advisory fees may be deducted from client accounts and uses third‑party standing transfer authorizations, and it does not vote client proxies.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Income planning
General tax planning
College savings (529s, UTMA, etc.)
Fee options
Financial planning fees range from $2,500 to $25,000, negotiated per client
$0 - $250,000: $3,750 fixed fee portion for this tier $250,000 - $500,000: 1.25% of the portion over $250,000 up to $500,000 $500,000 - $750,000: 1.00% of the portion over $500,000 up to $750,000 $750,000 - $2,000,000: 0.75% of the portion over $750,000 up to $2,000,000 $2,000,000 - $5,000,000: 0.50% of the portion over $2,000,000 up to $5,000,000 $5,000,000+: 0.35% of the portion over $5,000,000
$250 per hour for limited scope financial planning and consulting services
Account minimum: $500,000 Minimum fee: $3,750 minimum annual fee, negotiable Fee-only: Fee-only investment advisory services; no commissions or finder’s fees accepted.
Main office location
FFP Wealth Management, LLC
11375 Robinson Drive, Suite 200
Coon Rapids MN 55433, United States
Number of offices
1
Most active in
FFP Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Florida · Minnesota · Texas · Wisconsin
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.
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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.
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