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Fmsa

Location not listed. Legal name: Financial Management Services of America LLC.

22 advisors$216 million managed12 offices
Call (561) 289-2602Search this firm’s advisors

About the firm

A registered investment advisory firm, with about 12 offices. It manages about $216 million for roughly 1,264 individual clients. Services include financial planning, investment management for individuals and small businesses.

How they work

How they’re paid ?A percentage of the assets they manage; Hourly fees
Typical client size ?$140,832
Assets under management ?$216 million
Individual clients1,264
Median years of experience8
FoundedNot stated

Services

Financial planningInvestment management for individuals and small businesses

Advisors at Fmsa

22Advisors
8Median years of experience
5States with offices
12Offices
Near me10+ years20+ yearsCFP®?Fiduciary?Fee-only?Financial planning?Retirement plans?
22 advisors · Fmsa
ListMap
NearestMost experiencedName
Fmsa
37yrs
David Vela
Financial advisor
Delray Beach, FL
Top advisor by experience at Fmsa
PlanningInvesting
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Fmsa
33yrs
Michael Sloan
Financial advisor
2430 US Hwy 27, Suite. 330-203
Clermont, FL 34747
Top 9% by experience at Fmsa
Fiduciary
Call Directions
Fmsa
30yrs
Michael McClimon
Financial advisor
7400 University Ave, Suite E
Clive, IA 50325
Top 15% by experience in Iowa
PlanningInvesting
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Fmsa
27yrs
David Varisco
Financial advisor
412 West University Suite 103
Lafayette, LA 70506
Top 19% by experience in Lafayette
Fiduciary
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Fmsa
24yrs
Victor Sonnier
Financial advisor
Delray Beach, FL
More experience than 73% of advisors at Fmsa
FiduciaryPlanningInvesting
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Fmsa
21yrs
Victoria Dickerson
Financial advisor
Delray Beach, FL
More experience than 68% of advisors at Fmsa
FiduciaryPlanningInvesting
Call Directions
Fmsa
18yrs
Brandon Varisco
Financial advisor
412 West University Suite 103
Lafayette, LA 70506
More experience than 59% of advisors at Fmsa
FiduciaryPlanningInvesting
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Fmsa
14yrs
James Dickerson
Financial advisor
Delray Beach, FL
More experience than 55% of advisors at Fmsa
PlanningInvesting
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Fmsa
9yrs
Jonathan Eleser
Financial advisor
Delray Beach, FL
More experience than 50% of advisors at Fmsa
FiduciaryPlanningInvesting
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Fmsa
7yrs
Jimmy Ray
Financial advisor
Delray Beach, FL
7 years in the industry
FiduciaryPlanningInvesting
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Fmsa
2yrs
Hector Valdez
Financial advisor
2108 Central Blvd
Brownsville, TX 78520
2 years in the industry
FiduciaryPlanningInvesting
Call Directions

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Also known as

Financial Management Services of America Llc.

About Fmsa

How do I contact Fmsa?

Call the main office at (561) 289-2602. The main office is at , .

How is Fmsa paid?

The firm reports being paid by a percentage of the assets they manage, hourly fees. Ask for your total yearly cost in dollars.

What services does Fmsa offer?

Financial planning, Investment management for individuals and small businesses.

How many advisors work at Fmsa?

We list 22 advisors currently registered with the firm.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.