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Bryan Ugalde

Fdp Wealth Management, LLC
18 Years of Experience
Irvine, CA
BrokerSells Insurance
View SEC Summary
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Bryan Ugalde is a registered investment advisor at Fdp Wealth Management, LLC, based in Irvine, CA, with 18 years of industry experience. Bryan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 9 clients.

Fdp Wealth Management, LLC
Compensation
Fixed/Hourly
Firm Size
2 advisors
IM Fee
Planning only

Fee Structure

Investment management only (planning not offered)
  • Hourly consulting — typically ranges from $250 to $1,000 per hour depending on the complexity of your situation
  • Flat-fee planning and consulting — typically ranges from $250 to $50,000 or more depending on your needs and the scope of work
  • Asset-based consulting — ranges from 0.25% to 2.50% of the total value of the assets, estate, or retirement plan being evaluated
One-Time Plan:$250 - $50,000
Hourly Rate:$250 - $1,000/hr
View Full SEC Brochure

Location

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

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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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
January 2011 - Present · 15 yrs 9 mos
Valmark Securities, INC.
October 2010 - Present · 16 yrs
Valmark Securities, INC.Broker
October 2010 - Present · 16 yrs
Previous Registrations
Lincoln Financial Securities CorporationBroker
September 2008 - October 2010 · 2 yrs 1 mo
State Registrations1 state
CA
AdvisorBrokerBoth

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.
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