Fundamental Wealth Advisors logo

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

  • Stylized image of a person
    F. U.
    President
  • Stylized image of a person
    F. U.
    President
  • Stylized image of a person
    W. R.
    Certified Financial Planner™
  • Stylized image of a person
    N. R.
    Retired Investment Advisor
  • Stylized image of a person
    D. O.
    Financial Advisor
  • Stylized image of a person
    S. M.
    Administrative Assistant
  • Stylized image of a person
    B. R.
    Financial Advisor
  • Stylized image of a person
    P. S.
    Financial Advisor

Fundamental Wealth Advisors Employee Metrics

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

Contact profiles from Fundamental Wealth Advisors

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    F. U.
    President
    Aug 05, 2026
  • Stylized image of a person
    F. U.
    President
    Jun 08, 2026
  • Stylized image of a person
    W. R.
    Certified Financial Planner™
    Jun 08, 2026
  • Stylized image of a person
    N. R.
    Retired Investment Advisor
    Jul 01, 2026
  • Stylized image of a person
    D. O.
    Financial Advisor
    Jun 08, 2026
  • Stylized image of a person
    S. M.
    Administrative Assistant
    Jun 25, 2026
  • Stylized image of a person
    B. R.
    Financial Advisor
    Jun 08, 2026
  • Stylized image of a person
    P. S.
    Financial Advisor
    Jun 08, 2026

Frequently Asked Questions

What is Fundamental Wealth Advisors known for?

Minus sign iconPlus sign icon
Fundamental Wealth Advisors was founded in 2016 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 icon
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?

Minus sign iconPlus sign icon
Fundamental Wealth Advisors has approximately 12 employees as of July 2026. These team members are located across 1 continents, including North America.

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

Minus sign iconPlus sign icon

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

  • President: F. U.
  • President: F. U.
  • Certified Financial Planner™: W. R.
  • Retired Investment Advisor: N. R.
  • Financial Advisor: D. O.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.