Fsa Wealth Partners
Rockville, MD·SEC-registered · CRD #104513
Fsa Wealth Partners is an SEC-registered investment advisory firm in Rockville, MD managing $820M across 2.0k client accounts, with 9 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$820M
Client accounts
2.0k
Advisory staff
9
Fee model
Fee-based
How Fsa Wealth Partners is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Fsa Wealth Partners
How much does Fsa Wealth Partners manage?
Per its most recent SEC Form ADV filing (04/27/2026), Fsa Wealth Partners reports $820M in regulatory assets under management across roughly 2.0k client accounts.
How does Fsa Wealth Partners charge?
Fsa Wealth Partners is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Fsa Wealth Partners a fiduciary?
Yes. Fsa Wealth Partners is registered with the U.S. Securities and Exchange Commission (CRD #104513), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Fsa Wealth Partners taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Fsa Wealth Partners and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Fsa Wealth Partners's public SEC Form ADV filing (CRD #104513, filed 04/27/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Fsa Wealth Partners. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Fsa Wealth Partners? Claim this profile.