# Fitzwilliams Wealth Management Inc.

> 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.

- CRD: 312192
- Filed as: FITZWILLIAMS WEALTH MANAGEMENT INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Chesapeake, VA
- Filing period: October 2026
- Form ADV filing dated: September 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/312192
- AdvisorCensus page: https://advisorcensus.com/firm/fitzwilliams-wealth-management-inc-chesapeake-va-312192

## Quick answers

**How is Fitzwilliams Wealth Management Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Fitzwilliams Wealth Management Inc. reports these compensation arrangements: a percentage of assets under its management.

**How much does Fitzwilliams Wealth Management Inc. charge?**
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.

**Where is Fitzwilliams Wealth Management Inc. located?**
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).

**Is Fitzwilliams Wealth Management Inc. registered with the SEC or a state?**
Fitzwilliams Wealth Management Inc. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 312192.

**How much does Fitzwilliams Wealth Management Inc. manage?**
Fitzwilliams Wealth Management Inc. reports $123,549,687 in regulatory assets under management in its Form ADV filing dated September 15, 2026 (100% discretionary).

**What types of clients does Fitzwilliams Wealth Management Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (552); high net worth individuals (82).

**Which custodians does Fitzwilliams Wealth Management Inc. use?**
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.

**Does Fitzwilliams Wealth Management Inc. report any disciplinary disclosures?**
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

**Does Fitzwilliams Wealth Management Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated March 23, 2026 says: "Our minimum account size, which is negotiable, is $100,000."

**What changed in Fitzwilliams Wealth Management Inc.'s recent Form ADV filings?**
In the October 2026 filing data: Registered or notice-filed in TN.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 23, 2026)

- 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

> 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%

- Account minimum: $100,000 (the brochure says it may be waived or negotiated)

> Our minimum account size, which is negotiable, is $100,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $123,549,687
- Discretionary: $123,549,687
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 552 | $45,698,171 |
| High net worth individuals | 82 | $77,851,516 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 13 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, LA, NC, PA, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the October 2026 filing
- Coral Gables, FL
- Newport News, VA
- Williamsburg, VA

### Websites listed on Form ADV (Item 1.I)
- fitzwilliamsfinancial.com
- Facebook @Ffinancial.net
- Instagram @fitzwilliamsfinancial

## Changes in the filing (last 12 months)

### October 2026
- Registered or notice-filed in TN.

### April 2026
- Employees performing advisory functions went from 4 to 6.

### February 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fitzwilliams Wealth Management Inc. (CRD 312192): Form ADV filing data as of October 2026.