FINANCIAL ASSET MANAGEMENT CORP
SEC RegisteredPlanning Today, Securing Tomorrow ®
About the firm
FAM Corporation is a boutique financial planning firm founded in 1986 with the intention of providing individuals, families, and small businesses with the tools they need to make informed financial decisions. As a fiduciary, fee-only firm, FAM offers personalized financial planning and investment management, earning no commissions or incentives outside of what clients pay directly.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning and investment management. The firm follows a comprehensive, evidence-based, long-term approach and operates on a fee-only basis with no AUM fees, setting client fees for a three-year period.
Who they serve
Individuals, families, and small businesses
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 99 | $51M |
| High Net Worth Individuals | 105 | $382M |
2 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of March 18, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. FINANCIAL ASSET MANAGEMENT CORP has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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