# FCG Wealth Management

FCG Wealth Management is a Bank / Wealth / Trust based in Visalia, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Visalia, United States
- **Region:** North America
- **Address:** Visalia, CA, United States
- **Founded:** 2022
- **Assets under management:** Undisclosed
- **Website:** fcgwealth.com
- **LinkedIn:** https://www.linkedin.com/company/fcg-wealth-management

## Regulatory record

- **CRD number:** 321734
- **Registration status:** Registered
- **Latest Form ADV filing:** 2026-03-03T06:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/321734

## About

FCG Wealth Management was founded in 2022 and is headquartered in Visalia, California. The firm serves individual and high-net-worth clients, operating as a registered investment advisor (RIA) with a focus on financial planning, estate planning, and portfolio management. The firm's service model combines three advisory functions that are often unbundled at larger RIAs: ongoing financial planning, estate strategy coordination, and discretionary portfolio management. FCG Wealth Management has not publicly released its assets under management or total number of clients. The firm operates from a single office in Visalia with no disclosed additional locations or satellite advisors. As of mid-2026, no adjacent vehicles — such as a philanthropic foundation, real-asset arm, or club-deal network — have been linked to the firm in public records. Team size and named principals remain undisclosed, which is not uncommon for a firm still in its first five years of operation. FCG's structural differentiator is negative rather than positive: it enters the RIA market during a period of aggressive consolidation by platforms like Creative Planning, Mariner, and Hightower. Staying independent in a tertiary market means FCG competes on local relationships and service breadth rather than institutional brand or proprietary products. Whether it remains a solo practice or evolves into a multi-advisor partnership will define whether it can retain clients as their wealth complexity grows beyond what a generalist shop can manage internally.

## Questions

### What services does FCG Wealth Management offer?

FCG provides investment advisory services including financial planning, estate planning, and discretionary portfolio management. The firm targets individual and high-net-worth clients, bundling these functions into a single relationship rather than outsourcing planning or estate coordination. No specialty niche or sector concentration has been publicly disclosed.

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Last updated: 2026-08-11T02:43:31.692Z

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