Advisors at this firm
Daniel F
CFP®, CFA®, Series 66
Lake Charles, LA
FMP Wealth Advisers
Daniel Frick is a CFP®, CFA®, and Series 66-licensed advisor with 18 years of industry experience. He has been with Financial Management Professionals, Inc. (FMP Wealth Advisers) since 2012. FMP Wealth Advisers provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses model asset-allocation portfolios and separately managed accounts, employing a proprietary manager selection process and discretionary authority, and manages approximately $1.13 billion for about 700 clients.
John H
CFP®
Lake Charles, LA
FMP Wealth Advisers
John Hixson is a CFP® professional with 23 years of experience in financial advising at FMP Wealth Advisers in Lake Charles, LA. He has been associated with Financial Management Professionals, Inc. since 1993 and manages private investments through a family limited liability company. FMP Wealth Advisers provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses model asset-allocation portfolios and separately managed accounts with a proprietary manager selection process, serving approximately 700 clients and managing around $1.13 billion in assets.
Joshua W
Series 65
Lake Charles, LA
FMP Wealth Advisers
Joshua Williams is a financial advisor at FMP Wealth Advisers with one year of industry experience. He holds a Series 65 designation and has previously worked at the University of Southern Mississippi and FOCUS. FMP Wealth Advisers provides financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses model asset-allocation portfolios and separately managed accounts with a proprietary manager selection process, managing approximately $1.13 billion for about 700 clients.
Marc H
Series 63
Austin, TX
FMP Wealth Advisers
Marc Hixson is a financial advisor at FMP Wealth Advisers in Austin, TX, with 23 years of industry experience. He holds a Series 63 designation and has been with Financial Management Professionals, Inc. since 1998. FMP Wealth Advisers provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses model asset-allocation portfolios and separately managed accounts, operating on a fee-only basis and serving approximately 700 clients with around $1.13 billion in assets under management.
Kevin H
CFP®, Series 63
Austin, TX
FMP Wealth Advisers
Kevin Hixson is a CFP® with 23 years of industry experience and has been with Financial Management Professionals, Inc. since 1989. He is based in Austin, TX, and holds a Series 63 license. FMP Wealth Advisers provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses model portfolios and separately managed accounts with a proprietary manager selection process and serves as investment manager and general partner to several private investment funds.
Adam T
CFP®, Series 63
Austin, TX
FMP Wealth Advisers
Adam Todd is a CFP® professional with 23 years of experience in financial advising. He has been with Financial Management Professionals, Inc. since 1997. Based in Austin, TX, he holds the Series 63 designation. FMP Wealth Advisers provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm utilizes model asset-allocation portfolios and separately managed accounts, operating on a fee-only basis with ERISA fiduciary responsibilities for retirement accounts.
Timothy N
Series 66
Austin, TX
FMP Wealth Advisers
Timothy Nabers is a financial advisor at FMP Wealth Advisers with 24 years of industry experience. He holds the Series 66 designation and has worked at Financial Management Professionals, Inc. since 2018, following a 13-year tenure at Raymond James & Associates. Nabers serves as a director on the board of Citizens National Bank in Brownwood, TX. FMP Wealth Advisers provides financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses model asset-allocation portfolios and separately managed accounts based on a proprietary manager selection process, managing approximately $1.13 billion for about 700 clients.
Harry H
CFP®, Series 63
Austin, TX
FMP Wealth Advisers
Harry Hixson is a CFP® with 23 years of industry experience and has been with Financial Management Professionals, Inc. since 1987. He serves as a director and chairman of the board for Brookshire Brothers Ltd, a grocery store chain, where he participates in corporate oversight including financial and compensation committees. FMP Wealth Advisers provides financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses, utilizing model asset-allocation portfolios and separately managed accounts with a proprietary manager selection process.
Michael C
Series 63, Series 65
Austin, TX
FMP Wealth Advisers
Michael Carr is a financial advisor at FMP Wealth Advisers in Austin, TX, holding Series 63 and Series 65 licenses with 24 years of industry experience. He is part of a multi-team firm comprising 11 advisors. FMP Wealth Advisers provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm utilizes model asset-allocation portfolios and separately managed accounts through a proprietary manager selection process and operates on a fee-only basis, managing approximately $1.13 billion for around 700 clients.
Casey H
Series 65
Austin, TX
FMP Wealth Advisers
Casey Hall is a financial advisor at FMP Wealth Advisers in Austin, TX, with 19 years of industry experience. He holds the Series 65 designation and has been with Financial Management Professionals, Inc. since 2006. FMP Wealth Advisers provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs model asset-allocation portfolios and separately managed accounts using a proprietary manager selection and monitoring process, managing approximately $1.13 billion for about 700 clients.
James P
Series 65
Austin, TX
FMP Wealth Advisers
James Pendleton is a financial advisor at FMP Wealth Advisers in Austin, TX, holding a Series 65 designation with five years of industry experience. Prior to joining FMP Wealth Advisers in 2020, he worked briefly at First Financial Trust and spent four years each at Abilene Christian University and Vandergrift High School. FMP Wealth Advisers provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses model asset-allocation portfolios and separately managed accounts through a proprietary manager selection process and serves as investment manager and general partner to several private investment funds.