FPC INVESTMENT ADVISORY, INC.
SEC RegisteredDiscover Your Wealth's Full Potential™
About the firm
FPC Investment Advisory is an independent, fee-only Registered Investment Advisor founded in 1994, committed to serving investors with integrated wealth management, tax expertise, and dynamic financial planning. The firm serves a select group of individuals, families, businesses, executives, and foundations with a focus on personal attention and client-centered service.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Integrated wealth management, dynamic financial planning, tax consulting and preparation, IPO planning, stock options and deferred compensation planning, retirement plan creation and management, payroll and bookkeeping assistance.
Who they serve
Individuals, families, executives, small businesses, and foundations working toward a wide range of personal and financial goals.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 70 | $82M |
| High Net Worth Individuals | 92 | $283M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $2,000,000 | 1.00% |
| Next $2,000,000 | 0.90% |
| Next $2,000,000 | 0.70% |
| Next $4,000,000 | 0.60% |
| Over $10,000,000 | 0.50% |
Data as of March 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. FPC INVESTMENT ADVISORY, INC. 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.