FS FINANCIAL ADVISORS, LLC

Overview

FS Financial Advisors, LLC is a small independent registered investment adviser that focuses on serving individuals and families. The firm combines financial planning and portfolio management with accounting expertise, positioning itself to advise clients on both investment strategy and tax-related matters. Its business model favors fee-based relationships — a mix of asset-based fees, hourly work and fixed-fee engagements — which supports planning projects, ongoing portfolio oversight and select consulting for smaller pension arrangements. Investment activity centers on public mutual funds as the primary vehicle for client portfolios, supplemented by targeted allocations to alternative sectors such as real estate, commodities and oil & gas. Portfolios appear to be run largely on a discretionary basis, allowing the firm to make ongoing asset-allocation and manager-selection decisions without requiring client-by-client approval for routine trades.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices