Casey
Hall

Fmp Wealth Advisers

CRD#5219222
Investment Advisor
in Austin, TX

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About this Advisor

Casey Hall is a financial advisor based in Austin, Texas, working with Fmp Wealth Advisers. Casey has previously held a position at Financial Management Professionals, Inc. Casey has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Casey is part of Fmp Wealth Advisers, which operates out of Austin, Texas. The firm has 1 office and 14 employees. The firm manages assets totaling $952.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Fmp Wealth Advisers includes asset-based and fixed fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

6034 West Courtyard Drive Suite 380
Austin, TX 78730

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Fmp Wealth Advisers Brokerage Details

Total Assets Under Management

$951,970,000

TX Average: $3,042,739,679
Total Number of Employees

14

TX Average: 49
Total Number of Accounts

2,613

TX Average: 2,315
Average Account Size

$364,321

TX Average: $1,314,358

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Casey Hall Work History

2006 - Present (18 years)

Financial Management Professionals, Inc

Disclosures

Please visit the SEC profile of Casey Hall to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Fmp Wealth Advisers

Michael Carr
Austin, TX
James Pendleton
Austin, TX
Daniel Frick
Lake Charles, LA
Harrison Wilson
Austin, TX
Casey Hall
Austin, TX
Timothy Nabers
Austin, TX
Marc Hixson
Austin, TX
Adam Todd
Austin, TX

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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