AdvisorOS Directory
Claim Profile
AT

Adam Palmer Todd

FINANCIAL MANAGEMENT PROFESSIONALS INC·AUSTIN, Texas
Unclaimed Profile
6034 WEST COURTYARD DRIVE, AUSTIN, TX 78730CRD# 2923569Firm CRD# 110270
01

About

Adam Palmer Todd is a registered financial advisor based in AUSTIN, Texas, affiliated with FINANCIAL MANAGEMENT PROFESSIONALS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
03

Firm Overview

Firm
FINANCIAL MANAGEMENT PROFESSIONALS INC
FMP WEALTH ADVISERS
AUM
$952M
Regulatory assets under management
Employees
14
Total firm employees
View all advisors at FINANCIAL MANAGEMENT PROFESSIONALS INC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2923569
Firm CRD# 110270
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in AUSTIN?

Browse all registered financial advisors in AUSTIN, Texas or claim this profile if it's yours.

Browse AUSTIN AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Adam Palmer Todd offer?
Adam Palmer Todd specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in AUSTIN, Texas for a consultation.
What are Adam Palmer Todd's credentials?
Adam Palmer Todd is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Adam Palmer Todd located?
Adam Palmer Todd is based in AUSTIN, Texas, working with FINANCIAL MANAGEMENT PROFESSIONALS INC. Their office serves clients in the AUSTIN metropolitan area and surrounding communities.
How does Adam Palmer Todd charge for services?
Adam Palmer Todd's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FINANCIAL MANAGEMENT PROFESSIONALS INC?
FINANCIAL MANAGEMENT PROFESSIONALS INC has approximately 14 employees and manages $952M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in AUSTIN
Elizabeth Erin Coker — BAG SECURITIES, L.L.C.Christopher Reid Manning — GREENBELT CAPITAL MANAGEMENT L.P.John Paul Cunningham — ACRISURE CAPITAL MANAGEMENT LLCDaniel Jonathan Young — OLD HICKORY PARTNERS MANAGEMENT, LPScott C. Kodak — JWKODAK CAPITAL MANAGEMENT LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)SAN ANTONIO (420)FORT WORTH (349)PLANO (172)
City Guides
DALLAS GuideHOUSTON GuideSAN ANTONIO GuideFORT WORTH GuidePLANO Guide
Research
Advisor Fees in TexasNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile