Fundamental Wealth Advisors Employee Directory

Financial ServicesTexas, United States11-50 Employees

Fundamental Wealth Advisors is an independent firm providing wealth management and financial advice. Our original aspiration in 1992 was to provide expert advice combined with servant leadership to anyone that places their trust in us… this remains the same today. We are blessed to serve Bryan/College Station and the surrounding area.

Securities offered through Cetera Investment Services LLC, member FINRA/SIPC. Cetera is under separate ownership from any other named entity. Investments are: Not FDIC/NCUSIF insured | May lose value | Not financial institution guaranteed | Not a deposit | Not insured by any federal government agency.

Find Fundamental Wealth Advisors employees' phone numbers or email addresses

Fundamental Wealth Advisors Global Highlights

Location
Employees

North America
15

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  • United States Of America
    15

Fundamental Wealth Advisors's Leadership

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    F. U.
    President
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    F. U.
    President
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    A. U.
    Client Services Associate
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    J. E.
    Investment Advisor
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    W. R.
    Certified Financial Planner™
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    N. R.
    Investment Advisor
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    D. O.
    Financial Advisor
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  • Stylized image of a person
    S. M.
    Administrative Assistant
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Fundamental Wealth Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Accounting
  • Administrative
  • Analytics
  • Other

Contact profiles from Fundamental Wealth Advisors

Name
Title
Contact Info
Location
Last Update
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    F. U.
    President
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    May 19, 2025
  • Stylized image of a person
    F. U.
    President
    Phone icon
    May 19, 2025
  • Stylized image of a person
    A. U.
    Client Services Associate
    Phone icon
    United StatesTexas
    Oct 26, 2025
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    J. E.
    Investment Advisor
    Phone icon
    United StatesGeorgia
    Nov 16, 2025
  • Stylized image of a person
    W. R.
    Certified Financial Planner™
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    Nov 14, 2025
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    N. R.
    Investment Advisor
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    Nov 18, 2025
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    D. O.
    Financial Advisor
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    Nov 16, 2025
  • Stylized image of a person
    S. M.
    Administrative Assistant
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    Sep 11, 2025
  • Stylized image of a person
    B. R.
    Financial Advisor
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    May 14, 2025
  • Stylized image of a person
    P. S.
    Financial Advisor
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    Oct 21, 2024

Frequently Asked Questions

What is Fundamental Wealth Advisors known for?

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Fundamental Wealth Advisors was founded in 2016 operates in the Financial Services industry. The company's main headquarters is located in 1716 Briarcrest Drive 810 Bryan, Texas 77802 United States. Explore Fundamental Wealth Advisors's company overview page for more information.

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

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Fundamental Wealth Advisors employees' email format typically follows the pattern of . 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?

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Fundamental Wealth Advisors has approximately 12 employees as of January 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 January 2026, Fundamental Wealth Advisors's key employees include:

  • President: F. U.
  • President: F. U.
  • Client Services Associate: A. U.
  • Investment Advisor: J. E.
  • Certified Financial Planner™: W. R.

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