Fee-only adviser · White Plains, NY
FMD Wealth Advisors LLC
FMD Wealth Advisors LLC is a fee-only investment adviser registered with the securities regulator of New York, with its main office in White Plains, New York. On its latest Form ADV, filed February 14, 2026, it reports $140K in regulatory assets under management and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: New York |
|---|---|
| Firm CRD number | 334596 |
| Office | 169 Mamaroneck Avenue 2nd Floor #36 White Plains, NY 10601 |
| Phone | (914) 222-0503 |
| Website | fmdwealth.com |
| Regulatory assets under management | $140K |
| Individual clients | Fewer than 5 |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 14, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in White Plains
- Matrix Asset Advisors Inc $1.4B
- Tortoise Investment Management, LLC $2.1B
- Prism Planning and Solutions Group $157M
- Milagre Wealth Management, Inc. $137M
- Fox Financial Services, Inc. $111M
- Yoshida Wealth Management, Inc. $21M
See all 11 fee-only advisers in White Plains →
Nearby
- Purchase 5 firms
- West Harrison 1 firm
- Scarsdale 2 firms
- Harrison 6 firms
- Port Chester 1 firm
- Rye Brook 8 firms
- Rye 4 firms
- Tarrytown 3 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at FMD Wealth Advisors LLC? Update this listing.