{
  "crd_number": 312192,
  "slug": "fitzwilliams-wealth-management-inc-chesapeake-va-312192",
  "primary_business_name": "FITZWILLIAMS WEALTH MANAGEMENT INC.",
  "legal_name": "FITZWILLIAMS WEALTH MANAGEMENT INC.",
  "dbas": [],
  "city": "Chesapeake",
  "state": "VA",
  "country": "United States",
  "cbsa_code": "47260",
  "metro": {
    "cbsa_code": "47260",
    "common_name": "Virginia Beach",
    "msa_name": "Virginia Beach-Chesapeake-Norfolk, VA-NC",
    "path": "/advisors/va/virginia-beach"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2026-01-15",
  "years_registered": 0,
  "period": "2026-10-01",
  "filing_date": "2026-09-15",
  "carried_forward": false,
  "raum_total": 123549687.0,
  "raum_discretionary": 123549687.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 13,
  "advisory_employees": 6,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 45698171.0,
      "count": 552
    },
    "high_net_worth_individuals": {
      "raum": 77851516.0,
      "count": 82
    }
  },
  "compensation_types": [
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "LA",
    "NC",
    "PA",
    "TN",
    "TX",
    "VA"
  ],
  "websites": [
    "https://facebook.com/Ffinancial.net",
    "https://fitzwilliamsfinancial.com",
    "https://instagram.com/fitzwilliamsfinancial"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/312192",
  "city_as_filed": "CHESAPEAKE",
  "url": "https://advisorcensus.com/firm/fitzwilliams-wealth-management-inc-chesapeake-va-312192",
  "display_name": "Fitzwilliams Wealth Management Inc.",
  "summary": "Fitzwilliams Wealth Management Inc. is an SEC-registered investment advisory firm in Chesapeake, VA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated September 15, 2026.",
  "citation": "AdvisorCensus. Fitzwilliams Wealth Management Inc. (CRD 312192): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Fitzwilliams Wealth Management Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Fitzwilliams Wealth Management Inc. reports these compensation arrangements: a percentage of assets under its management."
    },
    {
      "q": "What does Fitzwilliams Wealth Management Inc.'s brochure say about its fees?",
      "a": "Its Form ADV Part 2A brochure dated March 23, 2026 states: Up to $2,500,000: 2% a year; $2,500,001 to $5,000,000: 1.5% a year; $5,000,001 to $10,000,000: 1% a year; Above $10,000,000: 0.8% a year. Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Fitzwilliams Wealth Management Inc. located?",
      "a": "Fitzwilliams Wealth Management Inc.'s principal office is in Chesapeake, VA, according to its Form ADV; the October 2026 filing also lists 3 other offices (Schedule D, Section 1.F)."
    },
    {
      "q": "Is Fitzwilliams Wealth Management Inc. registered with the SEC or a state?",
      "a": "Fitzwilliams Wealth Management Inc. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 312192."
    },
    {
      "q": "How much does Fitzwilliams Wealth Management Inc. manage?",
      "a": "Fitzwilliams Wealth Management Inc. reports $123,549,687 in regulatory assets under management in its Form ADV filing dated September 15, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does Fitzwilliams Wealth Management Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (552); high net worth individuals (82)."
    },
    {
      "q": "Which custodians does Fitzwilliams Wealth Management Inc. use?",
      "a": "Fitzwilliams Wealth Management Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Fitzwilliams Wealth Management Inc. report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/312192"
    },
    {
      "q": "Does Fitzwilliams Wealth Management Inc. state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 23, 2026 says: \"Our minimum account size, which is negotiable, is $100,000.\""
    },
    {
      "q": "What changed in Fitzwilliams Wealth Management Inc.'s recent Form ADV filings?",
      "a": "In the October 2026 filing data: Registered or notice-filed in TN."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Registered or notice-filed in TN."
      ]
    },
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Employees performing advisory functions went from 4 to 6."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Newly registered with the SEC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 23, 2026",
    "tiers": [
      {
        "band": "Up to $2,500,000",
        "rate": "2%"
      },
      {
        "band": "$2,500,001 to $5,000,000",
        "rate": "1.5%"
      },
      {
        "band": "$5,000,001 to $10,000,000",
        "rate": "1%"
      },
      {
        "band": "Above $10,000,000",
        "rate": "0.8%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$100,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "Up to $2,500,000: 2% a year",
          "$2,500,001 to $5,000,000: 1.5% a year",
          "$5,000,001 to $10,000,000: 1% a year",
          "Above $10,000,000: 0.8% a year"
        ],
        "quotes": [
          "FWM’s annual fee schedule for our investment management services is as follows: Account Value Annual Fee Rate $0 - $2,500,000 2.00% $2,500,001 - $5,000,000 1.50% $5,000,001 - $10,000,000 1.00% All Assets over $10,000,000 0.80%"
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $100,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "Our minimum account size, which is negotiable, is $100,000."
        ]
      }
    ],
    "quotes": [
      "FWM’s annual fee schedule for our investment management services is as follows: Account Value Annual Fee Rate $0 - $2,500,000 2.00% $2,500,001 - $5,000,000 1.50% $5,000,001 - $10,000,000 1.00% All Assets over $10,000,000 0.80%",
      "Our minimum account size, which is negotiable, is $100,000."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/fitzwilliams-wealth-management-inc-chesapeake-va-312192.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 552,
      "fewer_than_5": false,
      "raum": 45698171.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 82,
      "fewer_than_5": false,
      "raum": 77851516.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/312192",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}