FSA Advisors, Inc.
Firm details
- Headquarters
- Troy, Michigan
- CRD number
- 286251
- Registered since
- March 8, 2021
- Website
- www.fsa1.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- Individuals89.49%
- HNWI10.51%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
FSA Advisors, Inc. is an independent registered investment adviser that began SEC registration in 2021 and serves individual and family clients. The firm provides financial planning, discretionary portfolio management for individuals and small businesses, and acts as a capital allocator by selecting and placing client capital with third‑party managers. Fee arrangements are flexible and include percentage‑of‑AUM billing as well as hourly and fixed‑fee engagements. FSA Advisors does not report active ESG investing as part of its stated approach.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds57%
- Exchange Traded Equities35%
- Other5%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1
Nicholas Shaheen
Chief Compliance OfficerCRD 5675773
Contacts
3 of 27
Evan Pribble
Financial AdvisorCRD 7947281
Mark Kersten
Financial AdvisorCRD 2584772
Sean Beckerman
Financial AdvisorCRD 6680163
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 195Active vs passive
$168M in ETFs
28%
$46.4M
55%
$122M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND (VOO) | Vanguard | Passive | Large Blend | $8.2M | 11,893 | 4.86% |
Location
Troy, MI
Oakland
Location
Troy, MI
Headquartered in Troy, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 50 W Big Beaver Rd
- Time zone
- ET (UTC-5)
- Office locations
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