Michael
Carr

Fmp Wealth Advisers

CRD#2376932
Investment Advisor
in Austin, TX

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About this Advisor

Michael Carr is a financial advisor based out of Austin, Texas who has 11 years of industry experience. Carr is an employee of Fmp Wealth Advisers. They have spent their whole employment at Fmp Wealth Advisers. Carr maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to work in Texas. Fmp Wealth Advisers is a financial advisory company headquartered in Austin, TX. The investment advisory business has a total of 13 employees. It handles $818 million in assets under management between its 2,727 customer accounts, placing it among the bigger investment advisory firms in the United States by assets under management. Of its 2,727 customer accounts, 41% are held by high-net-worth individuals who have at least $1 million in investable assets. Fmp Wealth Advisers performs a number of services, including 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. Financial management fee schedules largely are based on the services offered. Fee types charged by Fmp Wealth Advisers may include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

11 years

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

$817,664,000

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

13

TX Average: 49
Total Number of Accounts

2,727

TX Average: 2,315
Average Account Size

$299,840

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

Disclosures

Please visit the SEC profile of Michael Carr 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
Daniel Frick
Lake Charles, LA
James Pendleton
Austin, TX
Casey Hall
Austin, TX
Timothy Nabers
Austin, TX
Marc Hixson
Austin, TX
Adam Todd
Austin, TX
John Hixson
Lake Charles, LA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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