FWI CORP

What FWI CORP does

FWI Wealth Management LLC is a fee-only registered investment advisor (RIA) founded in 2014 and headquartered in Sandy Springs, Georgia, within the Atlanta metropolitan area. The firm delivers holistic financial planning and discretionary investment management services targeted at high-achieving professionals, consultants, and entrepreneurs who lack the time or inclination to manage complex financial decisions independently. The practice is principal-led: founder David Clarken, a former U.S. Marine Corps officer holding the CFA and CFP designations, personally delivers all advisory services from initial discovery through ongoing plan updates, supported by affiliations with NAPFA, XY Planning Network, CFA Society, and the Atlanta Society of Financial and Investment Professionals, along with VOSB (Veteran-Owned Small Business) status.

The firm operates with no proprietary technology stack, relying instead on an integrated set of third-party platforms: Charles Schwab serves as custodian for all client assets (FWI never takes custody of client money), RightCapital provides the financial planning and secure document vault, and BDReporting powers the client-facing investment portal. Service delivery is high-touch and discovery-driven, beginning with introduction calls scheduled through Calendly and progressing through financial plan development, investment management, and continual plan updates that reflect evolving values, goals, and life circumstances. The firm's positioning emphasizes fiduciary fee-only advice, multigenerational wealth preservation, and an 'FWI Family' brand designed to differentiate from commission-based and product-pushing competitors.

FWI generates revenue primarily through recurring assets-under-management (AUM) fees on a published tiered schedule (1.0% on the first $1M, declining to 0.5% above $6M), supplemented by a one-time initial planning fee of $3,850 and a $5,000 minimum annual fee that anchors the firm toward higher-net-worth households rather than mass-affluent clients. Distribution is direct-to-client via relationship-driven introduction calls and YouTube video content that showcases the advisor's philosophy and credentials. The firm is registered as an Investment Advisor in Georgia and is limited to transacting in states where it holds registration or qualifies for an applicable exemption, constraining its current geographic footprint to a domestic, single-jurisdiction base.

Name

FWI CORP

Legal name

FWI Wealth Management LLC

Website

https://fwiwealth.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

1–10 employees

Short description

FWI Wealth Management is a fee-only registered investment advisor in Sandy Springs, Georgia, providing holistic financial planning and investment management for high-achieving professionals and entrepreneurs. Founded by David Clarken (CFA, CFP), the firm uses tiered AUM-based pricing and a principal-led delivery model.

Ownership category

akta.pro rank

Product category

Wealth Management Advisory

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning–Led RIAs (FSAAACAB)

akta.pro secondary industry

Private Client/High-Net-Worth Advisory (FSAEAAAN)

Keywords

• Fee-only financial planning
• Investment management services
• Wealth management advisory
• Fiduciary financial advice
• Holistic financial planning

Headquarters

HQ city

Sandy Springs

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Assets Under Management (AUM) Fees: Ongoing annual fees charged as a percentage of assets under management. Tiered pricing structure with rates decreasing as assets increase. This is the primary recurring revenue stream.
2. Initial Financial Planning Fee: One-time initial planning fee of $3,850 for new client onboarding and comprehensive financial plan development.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels3 records

Core offering

FWI Wealth Management provides fee-only, fiduciary financial planning and investment management services for high-achieving professionals, consultants, and entrepreneurs. The offering combines a one-time initial financial planning engagement ($3,850) with ongoing investment management priced on a tiered assets-under-management basis (0.5%–1.0% annually, minimum $5,000/year), centered on holistic planning and sustaining wealth across generations.

Product overview

FWI Wealth Management offers a unified fee-only financial advisory service combining initial financial planning engagements ($3,850) with ongoing financial planning and investment management. The core offering uses tiered asset-based pricing (0.5%–1.0% annually) and targets high-achieving professionals and entrepreneurs. The firm emphasizes holistic, values-driven planning focused on sustaining wealth across generations.

Differentiator

Problem solved

Functional benefit

Products and services

• Fee-Only Financial Planning & Investment Management

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration3 records

Partnerships

Three partnerships are on record, tiered core.

• Charles SchwabcoreTechnology or IntegrationCharles Schwab serves as the third-party custodian for client assets. FWI Wealth does not take custody of client money - all assets are held by Charles Schwab or client 401(k) providers. This is a fundamental operational partnership ensuring asset safety and regulatory compliance.
• RightCapitalcoreTechnology or IntegrationRightCapital provides the financial planning and vault platform for FWI Wealth clients. Clients access their financial plans and secure documents through the RightCapital login portal.
• BDReportingcoreTechnology or IntegrationBDReporting provides the client investment portal for FWI Wealth Management. Clients access their investment accounts and reporting through the BDReporting login portal hosted at bd3.bdreporting.com.

Scale indicators1 record

Recent moves6 records

Expansion highlights4 records

Emerging players

• Betterment: Digital-first wealth management platform offering automated and hybrid advice to professionals and mass-affluent investors. Represents the broader robo-advisor category that continues to apply fee pressure on traditional fee-only RIAs, including in FWI's target professional demographic.

Direct peers

• Personal Capital (Empower Personal Dashboard): Hybrid robo-advisor and human RIA service targeting affluent professionals and HNW individuals. Competes directly for the same client segment with combined technology-driven planning and dedicated advisor service, though at a much larger scale than FWI.
• Facet Wealth: Fee-only digital-first RIA offering flat-fee financial planning and investment management to professionals and high-income households. Closely comparable in service model, target demographic, and fee-only fiduciary positioning, though delivered through a tech-enabled multi-advisor platform rather than a single principal.

Broad incumbents

• Edelman Financial Engines: One of the largest independent RIAs in the U.S., combining automated advice with dedicated financial planners for professionals and HNW households. Overlaps with FWI in fiduciary, planning-led advice to affluent professionals, but at vastly greater scale and brand recognition.
• Creative Planning: Large fee-only RIA offering holistic financial planning and investment management to HNW individuals across the U.S. Similar service philosophy and fee-only fiduciary structure, but with significantly greater scale, geographic reach, and brand presence.
• Carson Group: National RIA platform providing advisors with technology, compliance, and back-office support. Comparable as a fee-only, planning-led advisory competitor, and represents the kind of scaled platform FWI could either partner with or be acquired by in a succession scenario.
• Mariner Wealth Advisors: Large national RIA offering comprehensive wealth advisory, financial planning, and investment management to HNW individuals and families. Operates at a substantially larger scale with a multi-advisor model, but addresses the same client needs with a similar fee-based advisory approach.

Others

• NAPFA (National Association of Personal Financial Advisors): Professional association of fee-only financial advisors; FWI is a NAPFA member. NAPFA serves as both a credibility signal and a referral source for fee-only advisory firms serving similar client profiles.
• XY Planning Network: Member network and support organization specifically for fee-only financial advisors serving Gen X and Gen Y professionals and entrepreneurs — FWI's exact target segment. FWI is a member, making XYPN both a competitive ecosystem and a potential growth/partner channel.
• Charles Schwab Advisor Services: Custody and technology provider for FWI (and thousands of competing RIAs). While not a direct competitor, Schwab's custodian-embedded advisory offerings and AdvisorDirect referral directory shape the competitive landscape in which fee-only RIAs like FWI operate.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

• LinkedInlinkedin.com/company/fwi-wealth-management

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about FWI CORP