Fabian Maximilian Degen
FD
CFA · CFP
Fabian Maximilian Degen
FD
CFA · CFP

Fabian Degen

1 Year of Experience
White Plains, NY

Fabian Degen is a CFA, CFP-designated registered investment advisor at Fmd Wealth Advisors LLC, based in White Plains, NY, with 1 years of industry experience. Fabian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$140K

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K0.95%
$500K - $1.0M0.90%
$1.0M - $2.0M0.75%
$2.0M - $5.0M0.60%
$5.0M - $10.0M0.40%
$10M+0.25%

Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact

Fabian Maximilian Degen
FD
Fabian Degen

Location

169 Mamaroneck Avenue 2nd Floor #36, White Plains, NY, 10601

Get directions

History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Fmd Wealth Advisors LLC
February 2025 - Present · 1 yr 2 mos
State Registrations1 state
NY
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Fabian Maximilian Degen
FD
Contact
Fabian Degen
Fabian Degen - Financial Advisor | TrueAdvisor