Federally Registered

FFP Wealth Management is an SEC registered investment advisory firm (#115155.)  As a federally registered firm we can provide financial advice to clients throughout the United States in person or via internet based meetings.

Fiduciary Responsibility

You know you can trust our advice because FFP Wealth Management and its advisors assume the role of a fiduciary to  our clients.  A fiduciary is held to a much higher standard than the minimal suitability standard of brokers.  Unlike a broker, a fiduciary must act in the best interest of the client at all times and disclose all conflicts of interest in writing.  

Fee only Services

All Advisors at FFP are members of the prestigious association of Fee Only Advisors, NAPFA.  We only work for our clients and will not accept commissions, referral fees, or any other type of compensation from outside or third party sources.

Transparency

The accounts managed by FFP are held in accounts with a custodian outside of our firm.  All account holdings, transactions and expenses are reported directly to clients by the custodian on a monthly basis.  In addition, clients are able to independently verify account information from the custodian by telephone  or online services.  

*Investment Minimum

FFP does not have a minimum investment requirement. However, we seek clients who have investments or are accumulating aggressively.  FFP reserves the right to accept, reject or terminate any current or prospective client for any reason.