Fdp Wealth Management, LLC

Assets Under Management

N/A

Number of Clients

17

Number of Advisors

2

Average Client AUM

N/A

AUM per Advisor

N/A

Compensation

Fixed/Hourly

About This Firm

FDP Wealth Management, LLC offers investment consulting and financial planning services. They assist clients in identifying investment objectives, devising asset allocation plans, and selecting suitable investments. They also provide comprehensive fee-based planning services covering various financial topics.

Fee Structure

Areas of Practice
Financial Planning & CoachingEstate PlanningEducation PlanningCharitable GivingInsurance PlanningRetirement Planning
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Location

8841 Research Drive, Suite 100, Irvine, CA, 92618

2 Advisors at this firm

Fdp Wealth Management, Llc | TrueAdvisor