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Fundamental Wealth Advisors Employee Directory

Financial ServicesTexas, United States11-50 Employees

Fundamental Wealth Advisors is an independent wealth management and financial advisory firm based in Bryan, Texas, serving the Bryan/College Station area and surrounding communities. It traces its roots to 1992 and emphasizes providing expert guidance alongside a client-focused, service-oriented approach.

Securities are offered through Cetera Investment Services LLC, a FINRA/SIPC member, which operates independently of Fundamental Wealth Advisors. Within the financial services landscape, the firm positions itself as a small, locally oriented advisory practice serving clients in the region.

Find Fundamental Wealth Advisors employees' phone numbers or email addresses

Fundamental Wealth Advisors Global Highlights

Location
Employees

North America
14

Minus sign iconPlus sign icon
  • United States Of America
    14

Fundamental Wealth Advisors's Leadership

  • President at Fundamental Wealth Advisors
    F. U.
    President
    Mobile Phone
  • President at Fundamental Wealth Advisors
    F. U.
    President
    Mobile Phone
  • Certified Financial Planner™ at Fundamental Wealth Advisors
    W. R.
    Certified Financial Planner™
    Mobile Phone
  • Financial Advisor at Fundamental Wealth Advisors
    D. O.
    Financial Advisor
    Mobile Phone
  • Administrative Assistant at Fundamental Wealth Advisors
    S. M.
    Administrative Assistant
    Mobile Phone
  • Financial Advisor at Fundamental Wealth Advisors
    B. R.
    Financial Advisor
    Mobile Phone
  • Financial Advisor at Fundamental Wealth Advisors
    P. S.
    Financial Advisor
    Mobile Phone
  • Retired Investment Advisor at Fundamental Wealth Advisors
    N. R.
    Retired Investment Advisor
    Mobile Phone

Fundamental Wealth Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Other
  • Community & Social Services

Contact profiles from Fundamental Wealth Advisors

Name
Title
Contact
Location
Last Update
  • President at Fundamental Wealth Advisors
    F. U.
    President
    Mobile Phone
    Sep 11, 2026
  • President at Fundamental Wealth Advisors
    F. U.
    President
    Mobile Phone
    Jun 08, 2026
  • Certified Financial Planner™ at Fundamental Wealth Advisors
    W. R.
    Certified Financial Planner™
    Mobile Phone
    Jun 08, 2026
  • Financial Advisor at Fundamental Wealth Advisors
    D. O.
    Financial Advisor
    Mobile Phone
    Sep 18, 2026
  • Administrative Assistant at Fundamental Wealth Advisors
    S. M.
    Administrative Assistant
    Mobile Phone
    Sep 17, 2026
  • Financial Advisor at Fundamental Wealth Advisors
    B. R.
    Financial Advisor
    Mobile Phone
    Jun 08, 2026
  • Financial Advisor at Fundamental Wealth Advisors
    P. S.
    Financial Advisor
    Mobile Phone
    Jun 08, 2026
  • Retired Investment Advisor at Fundamental Wealth Advisors
    N. R.
    Retired Investment Advisor
    Mobile Phone
    Sep 17, 2026

Frequently Asked Questions

What is Fundamental Wealth Advisors known for?

Minus sign iconPlus sign iconFundamental Wealth Advisors was founded in 2016 and operates in the Financial Services industry. Explore Fundamental Wealth Advisors's company overview page for more information.

What is Fundamental Wealth Advisors's most common email format?

Minus sign iconPlus sign iconFundamental Wealth Advisors employees' email format typically follows the pattern of First@fundamentaladvice.com. Trying to find reliable and up-to-date employee contact data? Find more Fundamental Wealth Advisors email formats with LeadIQ.

How many employees does Fundamental Wealth Advisors have currently?

Minus sign iconPlus sign iconFundamental Wealth Advisors has approximately 14 employees as of September 2026. These team members are located across 1 continents, including North America.

Who are Fundamental Wealth Advisors's key employees and leadership?

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As of September 2026, Fundamental Wealth Advisors's key employees include:

  • President: F. U.
  • President: F. U.
  • Certified Financial Planner™: W. R.
  • Financial Advisor: D. O.
  • Administrative Assistant: S. M.

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