Fsa Wealth Partners's Form ADV discloses 1.25% on the first $500,000, 1.00% on the next $1 million, 0.75% on the next $3.5 million, and 0.65% on assets above $5 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #104513), Fsa Wealth Partners is subject to fiduciary duty under federal law.
Fsa Wealth Partners is headquartered in ROCKVILLE, MD.
Fsa Wealth Partners serves 231 high-net-worth clients according to their SEC filing dated April 27, 2026. View client details ↓
According to their SEC Form ADV, Fsa Wealth Partners offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
Fsa Wealth Partners manages $820 million in client assets according to their SEC filing dated April 27, 2026.
According to their SEC Form ADV, Fsa Wealth Partners serves high-net-worth individuals and institutional clients. View client details ↓