FSO WEALTH

Overview

FSO Wealth is a small, individually owned limited liability company that provides fee-based financial planning and portfolio management services aimed at individuals and small businesses. Its advisory scope, as reported on regulatory filings, includes financial planning, discretionary and nondiscretionary portfolio management activities for retail clients, plus publishing periodic newsletters and running educational seminars or workshops. The firm uses a mix of billing methods — percentage of assets under management, hourly fees, and fixed-fee arrangements — and is not positioned as an ESG-focused manager, pension consultant, multi-state adviser, or corporate capital allocator.

Assets & Accounts

Public Holdings

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Location & Offices