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They include 199 individual clients and 125 high-net-worth individuals.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 28 April 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does FMB Wealth Management offer?","answer":"FMB Wealth Management provides portfolio management for individuals and small businesses, insurance, philanthropic planning, retirement plan services, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does FMB Wealth Management charge?","answer":"FMB Wealth Management charges 0.40%–1.00% a year for its General Compensation Schedule. The fee is billed in arrears, is negotiable and requires an account of at least $1,000,000.","source":"2026 FMB WEALTH MANAGEMENT FORM ADV PART 2A V2, filed 28 April 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does FMB Wealth Management use?","answer":"FMB Wealth Management’s separately managed account assets are held at Fidelity Brokerage Services LLC (Boston, MA), with $519M and Charles Schwab & Co., Inc. (San Francisco, CA), with $90.2M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 28 April 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does FMB Wealth Management have?","answer":"FMB Wealth Management has 5 investment adviser representatives registered with state securities authorities, out of 12 employees, and 5 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 5 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","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does FMB Wealth Management invest in?","answer":"At the end of its last fiscal year, FMB Wealth Management’s separately managed accounts held 82% registered funds (mutual funds, ETFs, BDCs), 9% exchange-traded equities, 5% cash and equivalents, 3% state and local bonds and 1% other. The 1% other category is described as: Annuities.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Does FMB Wealth Management have a minimum investment?","answer":"Yes, FMB Wealth Management’s minimum account size for its General Compensation Schedule is $1M.","source":"2026 FMB WEALTH MANAGEMENT FORM ADV PART 2A V2, filed 28 April 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Who owns FMB Wealth Management?","answer":"FMB Wealth Management’s direct owners are Debra Fields (50% to 75%) and Grant Blindbury (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 28 April 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does FMB Wealth Management get paid?","answer":"FMB Wealth Management is paid through a percentage of assets under management. 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Facts as filed; not a rating, ranking, or recommendation. Niva is not affiliated with this firm. Disciplinary history is deliberately not included here or on the page; the SEC publishes the complete record at the `iapdUrl` above."}