FMD Wealth Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$140,249
Total clients
1
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
1
Average account size
$140,249
About
FMD Wealth Advisors is a fee-only independent registered investment adviser that provides wealth management, investment management, and financial planning services to individual and high‑net‑worth clients. Services include discretionary and non‑discretionary portfolio management, standalone financial planning and targeted offerings such as divorce planning, and the firm typically implements portfolios using low‑cost mutual funds and ETFs.
The firm’s investment process combines fundamental and technical analysis and is oriented toward long‑term portfolio construction while permitting shorter‑term trades for rebalancing or client needs; it also may utilize individual stocks, bonds, options, alternative investments, and third‑party managers. Client relationships are managed through ongoing personal contact, individualized asset allocation and periodic portfolio reviews, with the advisor performing due diligence and oversight of any independent managers used.
Several features distinguish this practice from many peers: it is a very recently formed, solo advisory firm that currently reports a small asset base and serves a single client, yet maintains an institutional relationship with Altruist for custody, trading technology and access to model portfolios. The firm’s principal holds the CFA charter and also performs seasonal tax‑preparation work; the brochure discloses scheduling controls and information‑sharing safeguards to address time‑availability and conflict‑of‑interest risks arising from that part‑time activity.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Options & derivatives strategies
Divorce financial planning
Fee options
Fixed fees range from $1,500 to $10,000; one-time fee of $497 for financial planning; fixed subscription fees from $250 to $375
$0 - $500,000: 0.95% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.75% $2,000,001 - $5,000,000: 0.60% $5,000,001 - $10,000,000: 0.40% $10,000,001+: 0.25%
$175 to $600 per hour for standalone financial planning services
Fixed subscription fees range from $250 to $375 per month for financial planning services
Minimum fee: Minimum annual fee of $4,000 per year for wealth management and investment management services Fee-only: Fee-only advisory firm; does not accept commissions or other compensation
Main office location
FMD Wealth Advisors LLC
169 Mamaroneck Avenue 2 Nd Floor #36
White Plains NY 10601, United States
Number of offices
1
Most active in
FMD Wealth Advisors LLC has reported serving >5 clients in these states in the last 12 months.
New York
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.
Forms ADV
Quick links
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