Overview
Assets Under Management: $283 million
Headquarters: FISHKILL, NY
High-Net-Worth Clients: 48
Average Client Assets: $2 million
Frequently Asked Questions
FSC WEALTH ADVISORS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #154382), FSC WEALTH ADVISORS, LLC is subject to fiduciary duty under federal law.
FSC WEALTH ADVISORS, LLC is headquartered in FISHKILL, NY.
FSC WEALTH ADVISORS, LLC serves 48 high-net-worth clients according to their SEC filing dated August 28, 2025. View client details ↓
According to their SEC Form ADV, FSC WEALTH ADVISORS, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, and educational seminars and workshops. View all service details ↓
FSC WEALTH ADVISORS, LLC manages $283 million in client assets according to their SEC filing dated August 28, 2025.
According to their SEC Form ADV, FSC WEALTH ADVISORS, LLC serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Educational Seminars
Clients
Number of High-Net-Worth Clients: 48
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 30.53
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 2,092
Discretionary Accounts: 2,092
Regulatory Filings
CRD Number: 154382
Filing ID: 2012728
Last Filing Date: 2025-08-28 12:48:00
Website: https://fscwealthadvisors.com