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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: FULCRUM WEALTH ADVISORS, LLCCRD Number: 169277Annual Amendment All SectionsRev.
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01
Gather all necessary financial documents such as bank statements, tax returns, investment account statements, and insurance policies.
02
Schedule a meeting with a representative from Fulcrum Wealth Advisors LLC to discuss your financial goals and objectives.
03
Complete any required onboarding paperwork provided by Fulcrum Wealth Advisors LLC, such as client profile forms and risk tolerance questionnaires.
04
Provide any additional information requested by Fulcrum Wealth Advisors LLC to complete the financial planning process.
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Review and sign the finalized financial plan provided by Fulcrum Wealth Advisors LLC.
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Schedule regular check-ins with your advisor to review and adjust your financial plan as needed.

Who needs fulcrum wealth advisors llc?

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Individuals who want personalized financial planning and investment management services tailored to their specific goals and objectives.
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High-net-worth individuals or families looking to grow and protect their wealth over time.
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Business owners seeking guidance on retirement planning, succession planning, and tax-efficient strategies.
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Anyone looking for professional advice on managing their investments, retirement savings, and overall financial well-being.
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Fulcrum Wealth Advisors LLC is a financial advisory firm that provides wealth management services, including investment advice, financial planning, and asset management to individuals and businesses.
Individuals or entities that have established a business relationship with Fulcrum Wealth Advisors LLC and wish to report their financial activities or seek advisory services may be required to file relevant documentation.
To fill out the required forms for Fulcrum Wealth Advisors LLC, clients must provide their personal and financial information, details about their investment goals, and any other required data as specified by the firm or regulatory authorities.
The purpose of Fulcrum Wealth Advisors LLC is to help clients manage their wealth effectively through tailored financial planning and investment strategies that align with their financial goals.
Clients must report information related to their financial status, investment objectives, income, tax information, and any significant changes in their financial circumstances.
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