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FPG Wealth

Location not listed. Legal name: FPG Investments, LLC

1 advisor$25.2 million managed

About the firm

A registered investment advisory firm. It manages about $25.2 million for roughly 9 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
Typical client size ?$2.8 million
Assets under management ?$25.2 million
Individual clients9
Median years of experience18
FoundedNot stated

Services

Financial planningInvestment management for individuals and small businesses

Advisors at FPG Wealth

1Advisors
18Median years of experience
1States with offices
–Offices
1 advisor · FPG Wealth
FPG Wealth
18yrs
Benjamin Holland
Financial advisor
Chicago, IL
More experience than 61% of advisors in Chicago
CFP®Fiduciary
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Also known as

First Principles Group · FPG Investments, LLC

About FPG Wealth

How do I contact FPG Wealth?

Call the main office at (847) 668-7950. The main office is at , .

How is FPG Wealth paid?

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

What services does FPG Wealth offer?

Financial planning, Investment management for individuals and small businesses.

How many advisors work at FPG Wealth?

We list 1 advisor 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.