Fma Wealth Management, LLC

Fma Wealth Management, LLC (CRD# 313049) is a financial advisory firm headquartered in Duxbury, MA. They manage $156,605,070 in 434 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
33 Railroad Avenue, Suite 2, Duxbury, MA 02332
By the Numbers
  • Total Assets Under Management
    157
    MILLION
  • Total Number of Accounts
    434
    ACCOUNTS
  • Average Account Value
    $360,841
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, MA, NH, NY

Financial Advisors at Fma Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
James Morris, financial advisor Duxbury MA
James M. Morris
CRD#: 705495
33 Railroad Avenue, Suite 2, Duxbury, MA 02332

James Morris (CRD# 705495) is an Investment Advisor Representative working at Fma Wealth Management, LLC in Duxbury, MA and has over 42 years of experience in the finance industry. James Morris has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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