FSA Wealth Partners

RIASEC Registered

Total AUM

$820M

Discretionary

$820M

100% of AUM

Avg account

$419K

Accounts

1,957

Employees

Advisory reps

Firm details

Headquarters: Rockville, Maryland
CRD number: 104513
Registered since: April 21, 1983
Website: fsawealthpartners.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI72.69%
Individuals23.26%
Charitable Organizations3.88%
Corporations / Businesses0.18%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

FSA Wealth Partners is an independent, privately owned registered investment adviser that has been SEC-registered since 1983. The firm focuses on serving individual and family clients through financial planning and portfolio management for individuals, small businesses, and institutional/business clients. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm identifies as an active ESG investor, which informs manager selection and portfolio construction. FSA Wealth Partners does not operate as a capital allocator; instead it combines public funds, mutual funds and third‑party managers with client-level planning and discretionary portfolio management.