FDP Wealth Management offers financial planning, consulting, and advisory support to individuals, families, and business owners. FDP Wealth Management assists clients with investment strategies, asset allocation, retirement planning, estate planning, education savings, and specialized life insurance analysis through programs like the TOLI Expert System. The firm works with independent financial professionals who may also offer brokerage and insurance products through affiliated companies.
Assets Under ManagementN/A
Clients9
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
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
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