Financial Solution Advisors Corp.

Overview

Financial Solution Advisors Corp. is a small, independent registered investment adviser that serves individual and family clients, along with small businesses. The firm combines fee-based financial planning and discretionary portfolio management with insurance brokerage services, which means investment advice is delivered alongside insurance and annuity solutions. Fee arrangements include a percentage of assets under management, hourly charges and commission-based compensation, reflecting a hybrid advisory model. Investment activity is concentrated and equity-focused: the firm reports a clear preference for exchange-traded equities as its primary portfolio vehicle. It does not position itself as a capital allocator and is not an active ESG investor. Given the owner-type is individual and the adviser is single-office and not multi-state, the practice appears to operate as a locally oriented RIA that integrates financial planning, portfolio management and insurance products for a modest client roster.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices