Fdx Advisors, INC.
Berwyn, PA·SEC-registered · CRD #104601
Fdx Advisors, INC. is an SEC-registered investment advisory firm in Berwyn, PA managing $833M across 3.9k client accounts, with 4 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$833M
Client accounts
3.9k
Advisory staff
4
Fee model
Fee-based
How Fdx Advisors, INC. is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Fdx Advisors, INC.
How much does Fdx Advisors, INC. manage?
Per its most recent SEC Form ADV filing (06/30/2026), Fdx Advisors, INC. reports $833M in regulatory assets under management across roughly 3.9k client accounts.
How does Fdx Advisors, INC. charge?
Fdx Advisors, INC. is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Fdx Advisors, INC. a fiduciary?
Yes. Fdx Advisors, INC. is registered with the U.S. Securities and Exchange Commission (CRD #104601), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Fdx Advisors, INC. taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Fdx Advisors, INC. and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Berwyn, PA
Profile compiled from Fdx Advisors, INC.'s public SEC Form ADV filing (CRD #104601, filed 06/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Fdx Advisors, INC.. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Fdx Advisors, INC.? Claim this profile.