FP Investment
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
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
0
Very LowAverage account size
—
About
FP Investment, founded in 2025, provides discretionary and non‑discretionary portfolio management, topic‑specific financial consulting, and retirement‑plan advisory services to individuals, high‑net‑worth clients, and business entities. Services range from ongoing asset management and hourly financial planning to fiduciary support for qualified retirement plans.
The firm documents client goals and investment policies and uses fundamental and technical analysis, Monte Carlo planning, and a mix of strategies including long‑ and short‑term positions and options trading; accounts are reviewed periodically (quarterly) and may be managed with or without trading discretion. Clients can impose investment restrictions through their investment policy statement, and the firm requires use of its chosen custodian while generally not voting client proxies.
What is distinctive in the brochure is the adviser’s insurance‑agent affiliation with World Global Financial Group and the explicit offering of ERISA 3(21) and 3(38) pension‑consulting services—both of which are less common among independent peers. The ADV also discloses an affiliated academic role and reports no client assets under management as of January 2, 2026, details that prospective clients may consider when evaluating the firm’s scale and service scope.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Retirement income strategy
Income planning
Long-term care insurance
Equity compensation tax strategy
Tax-loss harvesting
Fee options
1.5% annually
$150 per hour for financial consulting services
Account minimum: $5,000 Fee-only: Hourly fee of $150 per hour for financial consulting
Main office location
FP Investment
Columbus OH, United States
Number of offices
1
Most active in
FP Investment has reported serving >5 clients in these states in the last 12 months.
Ohio
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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
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.
-
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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