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).
Total Assets Under Management157MILLION
Total Number of Accounts434ACCOUNTS
Average Account Value$360,841
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, FL, MA, NH, NY
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.