Bryan Ugalde is a registered investment advisor at Fdp Wealth Management, LLC, based in Irvine, CA, with 17 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 17 clients.
Compensation
Firm Size
IM Fee
Fee Structure
- Hourly Fees – FDP may charge an hourly fee for its services typically ranging from $250 to $1,000 per hour depending upon the needs of the client and the complexity of the situation.
- Negotiated Flat Fee – FDP may charge a flat fee for its services typically ranging from $250 to $50,000 or more depending on the needs of the client and the complexity of the situation.
- TOLI Expert System – Fees are negotiated on an individual basis and will vary depending upon the specific needs of each client and the complexity of the matter.
Location
8841 Research Drive, Suite 100, Irvine, CA, 92618
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bryan is the COO of FDP Insurance Services, Inc., spending full-time hours managing insurance and investment sales, and receives W2 compensation and shareholder distributions. He is also involved in real estate through Irvine C&R Properties, LLC and individual investments, and is the Chief Compliance Officer for FDP Wealth Management, LLC.
Employment History
Current Registrations
Fdp Wealth Management, LLC
Valmark Securities, INC.
Valmark Securities, INC.Broker
Previous Registrations
Lincoln Financial Securities CorporationBroker
State Registrations1 state
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