# Financial Designs Wealth Management

> Financial Designs Wealth Management is an SEC-registered investment advisory firm in Miami, FL, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated June 16, 2026.

- CRD: 314520
- Filed as: FINANCIAL DESIGNS WEALTH MANAGEMENT
- Legal name: Financial Designs Wealth Management LLC
- Also doing business as: FD WEALTH
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Miami, FL
- Filing period: October 2026
- Form ADV filing dated: June 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/314520
- AdvisorCensus page: https://advisorcensus.com/firm/financial-designs-wealth-management-miami-fl-314520

## Quick answers

**How is Financial Designs Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Financial Designs Wealth Management reports these compensation arrangements: a percentage of assets under its management.

**How much does Financial Designs Wealth Management charge?**
Its Form ADV Part 2A brochure dated June 16, 2026 states: Hourly rate: $500 an hour (financial planning and Estate Planning Coordination services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Financial Designs Wealth Management located?**
Financial Designs Wealth Management's principal office is in Miami, FL, according to its Form ADV.

**Is Financial Designs Wealth Management registered with the SEC or a state?**
Financial Designs Wealth Management is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 314520.

**How much does Financial Designs Wealth Management manage?**
Financial Designs Wealth Management reports $261,182,326 in regulatory assets under management in its Form ADV filing dated June 16, 2026 (67% discretionary).

**How have Financial Designs Wealth Management's assets and staff changed since 2021?**
In the Form ADV data for Financial Designs Wealth Management: Regulatory assets under management: $70,055,330 in the October 2021 data and $261,182,326 in the October 2026 data, up 273%. Total employees: 4 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Financial Designs Wealth Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (77); pension and profit sharing plans (but not the plan participants or government pension plans) (62); individuals (other than high net worth individuals) (38).

**Which custodians does Financial Designs Wealth Management use?**
Financial Designs Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Financial Designs Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/314520

**Does Financial Designs Wealth Management state an account minimum?**
Its Form ADV Part 2A brochure dated June 16, 2026 says: "We typically require a minimum account size of $1,000,000."

**What changed in Financial Designs Wealth Management's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 3 to 4. Regulatory assets under management went from $194,787,006 to $261,182,326 (+34%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated June 16, 2026)

- Account minimum: $1,000,000

> We typically require a minimum account size of $1,000,000.

- Hourly rate: $500 an hour (financial planning and Estate Planning Coordination services)

> Our minimum hourly fee is $500. Clients are typically charged a fixed fee for financial planning and Estate Planning Coordination services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $261,182,326
- Discretionary: $173,904,788
- Non-discretionary: $87,277,538

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 38 | $8,716,997 |
| High net worth individuals | 77 | $163,067,240 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 62 | $87,277,538 |
| Corporations or other businesses not listed above | 4 | $2,120,551 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- financialdesignswealth.com
- LinkedIn @fd-wealth

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $70,055,330 | 4 | September 22, 2021 |
| October 2023 | $100,371,326 | 5 | September 27, 2023 |
| October 2024 | $137,745,190 | 5 | May 9, 2024 |
| October 2025 | $194,787,006 | 6 | April 14, 2025 |
| October 2026 | $261,182,326 | 6 | June 16, 2026 |

Regulatory assets under management: $70,055,330 in the October 2021 data and $261,182,326 in the October 2026 data, up 273%.
Total employees: 4 in October 2021 and 6 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 3 to 4.
- Regulatory assets under management went from $194,787,006 to $261,182,326 (+34%).

### March 2026
- Registered or notice-filed in TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Financial Designs Wealth Management (CRD 314520): Form ADV filing data as of October 2026.