Financial Designs Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$171,784,237
Clients
115
67% high-net worth
Advisors
3
of 6 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Clients per advisor
38
LowAverage account size
$1,493,776
About
Financial Designs Wealth Management serves individuals (including high-net-worth clients), trusts, corporations, and retirement plan sponsors, offering wealth management and portfolio management on both a discretionary and non-discretionary basis, retirement plan consulting, and estate planning coordination. The firm implements client strategies through third‑party money managers and separately managed accounts and documents engagements via an Investment Management Agreement.
FD Wealth builds personalized portfolios emphasizing asset allocation, diversification, and periodic rebalancing, drawing on fundamental and technical analysis and investing across equities, fixed income, ETFs, mutual funds, and alternatives. The firm monitors sub‑advisers and uses institutional custody and reporting services (including Fidelity) and delivers retirement plan consulting and support to other advisers via an agreement with Dynamic Advisor Solutions.
What distinguishes FD Wealth from many peers is its material affiliation with FD National, an insurance agency: several advisers are licensed insurance agents and registered representatives and the firm reports substantial assets under advisement in variable insurance products, annuities, and 401(k) plans (about $202 million), while also receiving a portion of retirement‑plan fees from Dynamic. These relationships create potential conflicts of interest (including commission-based compensation and revenue-sharing), which the firm discloses and manages through policies and procedures.
Client services
Expertise
Occupation focus
Fee options
Clients are typically charged a fixed fee for financial planning and estate planning coordination services; amount depends on scope and complexity
$0 - $10,000,000: 1.25% $10,000,001 - $25,000,000: 1.00% $25,000,001+: 0.75% $0 - $1,000,000: 0.75% (for 401(k) plans) $1,000,001 - $2,500,000: 0.60% (for 401(k) plans) $2,500,001 - $5,000,000: 0.50% (for 401(k) plans) $5,000,001 - $10,000,000: 0.40% (for 401(k) plans) $10,000,001+: 0.30% (for 401(k) plans)
Commissions from insurance product sales by licensed representatives
Minimum hourly fee $500 for financial planning and estate planning coordination
Account minimum: $1,000,000 Minimum fee: Minimum hourly fee for financial planning and estate planning coordination is $500 Fee-only: Financial planning and estate planning coordination fees (fixed fee or hourly $500 minimum)
Main office location
Financial Designs Wealth Management
8000 Nw 7 Th Street, Suite 203
Miami FL 33126, United States
Number of offices
1
Most active in
Florida · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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