FSO Wealth
2yrs
2 years in the industry
FSO Wealth
Dallas, TX. Legal name: Global Fiduciary Partners LLC
About the firm
A registered investment advisory firm based in Dallas, Texas. It manages about $173,817. Services include financial planning, investment management for individuals and small businesses, newsletters and publications.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees
Typical client size ?Not stated
Assets under management ?$173,817
Individual clientsNot stated
Median years of experience2
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesNewsletters and publicationsEducational seminars and workshopsOther services
Advisors at FSO Wealth
1Advisors
2Median years of experience
1States with offices
–Offices
Also known as
Global Fiduciary Partners LLC · Global Fiduciary Partners
About FSO Wealth
How do I contact FSO Wealth?
Call the main office at 2146094027. The main office is at 539 W. Commerce St #1042, Dallas, TX 75208.
How is FSO Wealth paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does FSO Wealth offer?
Financial planning, Investment management for individuals and small businesses, Newsletters and publications, Educational seminars and workshops, Other services.
How many advisors work at FSO 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.