FWI Wealth Management LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$60,393,876
Clients
23
78% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
23
TypicalAverage account size
$2,625,821
About
FWI Wealth Management provides financial planning, investment management, selection of separately managed portfolios, retirement plan advisory, and small-business consulting to individuals, retirement plans, trusts, estates, charitable organizations and other business entities. With roughly 23 clients and about $60.4 million in assets under management, the firm generally prefers clients with at least $400,000 in investable assets and offers both ongoing advisor-led relationships and one-time planning engagements.
The firm combines fundamental and technical analysis to implement strategic and tactical asset allocation, diversification, and risk-management strategies, and it manages accounts on both a discretionary and non-discretionary basis. It also recommends and monitors third-party managers and may modify strategies to address special situations such as low‑basis stock, stock options, inheritances, or closely held business interests.
Compared with many peers, the firm routinely conducts investment education seminars and enrollment meetings for retirement plan participants and offers a formal small-business consulting service that reviews income statements, cash flows, processes, and human resources to improve business financial efficiency. These practice features, delivered within a relatively small, focused client base, support hands-on monitoring of managers and personalized implementation for plan sponsors and business-owner clients.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Occupation focus
Founder/Business Owner
Fee options
Initial Planning Fee and One-Time Consultation: $3,850 each
$0 - $1,000,000: 1.0% $1,000,001 - $2,500,000: 0.9% $2,500,001 - $4,000,000: 0.8% $4,000,001 - $5,000,000: 0.7% $5,000,001 - $6,000,000: 0.6% $6,000,001+: 0.5%
Account minimum: $400,000 Minimum fee: $5,000 minimum annual fee for Investment Management Services Fee-only: Initial Planning Fee and One-Time Consultation: $3,850 each; Small Business Consultation: $5,000 to $25,000 annually, negotiated; Retirement Plan Advisory Services: 0.20% to 0.50% annually, negotiable
Most active in
FWI Wealth Management LLC 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.
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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
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