# Tricord Wealth Advisors

> Tricord Wealth Advisors is a state-registered investment advisory firm in Columbus, OH, registered since 1999, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 9, 2026.

- CRD: 119921
- Filed as: TRICORD WEALTH ADVISORS
- Legal name: Financial Management Consultants, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Columbus, OH
- Filing period: October 2026
- Form ADV filing dated: January 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/119921
- AdvisorCensus page: https://advisorcensus.com/firm/tricord-wealth-advisors-columbus-oh-119921

## Quick answers

**How is Tricord Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Tricord Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Tricord Wealth Advisors located?**
Tricord Wealth Advisors' principal office is in Columbus, OH, according to its Form ADV.

**Is Tricord Wealth Advisors registered with the SEC or a state?**
Tricord Wealth Advisors is a state-registered investment advisory firm, registered since 1999. Status as filed: APPROVED. CRD 119921.

**How much does Tricord Wealth Advisors manage?**
Tricord Wealth Advisors reports $7,700,000 in regulatory assets under management in its Form ADV filing dated January 9, 2026 (0% discretionary).

**What types of clients does Tricord Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (81).

**Does Tricord Wealth Advisors report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/119921

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $7,700,000
- Discretionary: $0
- Non-discretionary: $7,700,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 81 | $7,700,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 1999 (26 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- tricordwealth.org

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tricord Wealth Advisors (CRD 119921): Form ADV filing data as of October 2026.