F
Fg Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$14,078,161
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
33
30% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
33
HighAverage account size
$426,611
About
FG Wealth Management provides investment advisory and financial planning services primarily to individual and high‑net‑worth clients and also serves employee benefit plans and plan fiduciaries. Its service offerings include financial planning, portfolio consulting, ongoing discretionary and non‑discretionary portfolio management, and pension consulting with participant education and enrollment support.
The firm builds portfolios largely with mutual funds and ETFs and uses fundamental and technical analysis along with long‑term purchase strategies, tailoring allocations to each client's risk tolerance, time horizon, and liquidity needs. It frequently recommends third‑party investment advisers and sub‑advisers on TPIA platforms and monitors and rebalances accounts through those managers as part of its ongoing advisory process.
Distinctive features include a formal pension consulting practice — offering plan reviews, fund‑selection advice, investment performance monitoring, and ERISA‑level fiduciary disclosures and education for plan participants — which is less common among independent advisers. The firm also relies on third‑party platforms for custody and trade execution and discloses solicitor arrangements in which recommended TPIAs may collect and forward a portion of advisory fees, a potential conflict prospective clients are advised to review.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
General retirement planning
Income planning
Retirement income strategy
Wealth management
Fee options
Negotiated fixed fee up to $5,000 for financial planning and consulting services
Most active in
Fg Wealth Management has reported serving >5 clients in these states in the last 12 months.
Oklahoma · Texas
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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