Financial Management Services of America provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 862 clients last fiscal year.
Financial Management Services of America reports 1,291 clients. They include 1,046 individual clients, 218 high-net-worth individuals, and 27 pension and profit-sharing plans. Of its assets, 63.0% ($136M across 1,429 accounts) are managed with discretion; $80M across 355 accounts are not. It advised 1,264 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 81% | 19% |
| High-net-worth individuals | 17% | 63% |
| Pension and profit-sharing plans | 2% | 18% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,046 | $41.9M | 19.4% | $40.1K |
| High-net-worth individuals | 218 | $136M | 62.9% | $624K |
| Pension and profit-sharing plans | 27 | $38.4M | 17.7% | $1.42M |
| Total | 1,291 | $216M | 100% | $168K |
- Clients
- 1,046
- Regulatory AUM
- $41.9M
- AUM share
- 19.4%
- Avg. per client
- $40.1K
- Clients
- 218
- Regulatory AUM
- $136M
- AUM share
- 62.9%
- Avg. per client
- $624K
- Clients
- 27
- Regulatory AUM
- $38.4M
- AUM share
- 17.7%
- Avg. per client
- $1.42M
Total
- Clients
- 1,291
- Regulatory AUM
- $216M
- AUM share
- 100%
- Avg. per client
- $168K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 1,264
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 862
Financial Management Services of America charges 1.00%–2.50% a year for its Portfolio Management Services. The fee is billed in arrears and is negotiable. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Financial Plans and Account Reviews
- FMSA can bill up to $175 per hour to design financial plans and review accounts not custodied with FMSA.
Victor Sonnier owns 75% or more of Financial Management Services of America. The leadership team of Financial Management Services of America includes Chief Compliance Officer Victor Sonnier. It has 20 employees.
Staff
- 20 employees
- 20 in advisory functions
- 20 state-registered reps
- 19 insurance agents
- 2 soliciting firms
- Owns 75% or more of Financial Management Services of America LLC.
Victor Sonnier
Control person · since November 2004
Financial Management Services of America’s regulatory assets grew 1.7× from $131M (May 2021) to $216M (September 2026); clients rose from 829 to 1,291 and employees from 9 to 20.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Sep 2026September 2026 | $216M | 1,291 | 20 | 13 |
| Mar 2025March 2025 | $189M | 862 | 12 | 6 |
| Mar 2024March 2024 | $169M | 1,015 | 12 | 6 |
| Mar 2023March 2023 | $145M | 713 | 9 | 6 |
| Mar 2022March 2022 | $146M | 660 | 9 | 6 |
| May 2021May 2021 | $131M | 829 | 9 | 6 |
Besides its headquarters, Financial Management Services of America has 12 offices (3 private residences, listed without an address), with 10 listed addresses across 5 states.
Florida · 4 listed addresses
- 2701 E Fowler Ave, Tampa
- 2937 Payson Way, Wellington
- 132 W International Speedway BLVD Ste. 23, Dayton
- 2430 US Hwy 27, Ste. 330-203, Clermont
Louisiana · 2 listed addresses
- 412 W. University Ste 102, Lafayette
- 19385 Aydell Lane, French Settlement
Iowa · 1 listed address
- 7400 University Ste E, Clive
Kentucky · 1 listed address
- 4535 Oak Pointe DR., Louisville
Texas · 1 listed address
- 2086 Porter RD Apt. 13204, Conroe
Choose a state to see its listed addresses.
Other business names
Financial Management Services of America has reported 1 other business name to the SEC.
- Fmsa
Contact and registration details
- Legal name
- Financial Management Services of America LLC.
- Headquarters
- Not reported
- Website
- myfmsa.com
- Phone
- 561-289-2602
- SEC file
- 801-71764
- Structure
- Florida LLC
- Fiscal year end
- December
Financial Management Services of America does not have custody of client assets.
At year end, Financial Management Services of America’s separately managed accounts were mostly in funds (57%) and stocks (36%).
What the accounts hold
- Stocks36%
- Non-exchange-traded equities28%
- Exchange-traded equities8%
- Funds57%
- Bonds3%
- U.S. government and agency bonds1%
- State and local bonds1%
- Investment grade corporate bonds1%
- Cash4%
How many clients does Financial Management Services of America have?
Financial Management Services of America has 1,291 clients and manages $216 million for them, as of September 2026. They include 1,046 individual clients, 218 high-net-worth individuals, and 27 pension and profit-sharing plans.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 September 2026
What services does Financial Management Services of America offer?
Financial Management Services of America provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Financial Management Services of America charge?
Financial Management Services of America charges 1.00%–2.50% a year for its Portfolio Management Services. The fee is billed in arrears and is negotiable.
How many financial advisors does Financial Management Services of America have?
Financial Management Services of America has 20 investment adviser representatives registered with state securities authorities, out of 20 employees, and 20 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 19 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Financial Management Services of America invest in?
At the end of its last fiscal year, Financial Management Services of America’s separately managed accounts held 57% pooled vehicles (private funds and similar), 28% non-exchange-traded equities, 8% exchange-traded equities, 4% cash and equivalents, 1% U.S. government and agency bonds, 1% state and local bonds and 1% investment grade corporate bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Financial Management Services of America?
Financial Management Services of America’s direct owner is Victor Sonnier (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 25 September 2026
How does Financial Management Services of America get paid?
Financial Management Services of America is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Financial Management Services of America?
Its phone number is 561-289-2602. Its website is myfmsa.com.