# Foresee Wealth Advisors

> Foresee Wealth Advisors is an SEC-registered investment advisory firm in Bellevue, WA, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 25, 2026.

- CRD: 333296
- Filed as: FORESEE WEALTH ADVISORS
- Legal name: FC Wealth, Inc.
- Also doing business as: COMPASS WEALTH ADVISOR
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bellevue, WA
- Filing period: October 2026
- Form ADV filing dated: February 25, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/333296
- AdvisorCensus page: https://advisorcensus.com/firm/foresee-wealth-advisors-bellevue-wa-333296

## Quick answers

**How is Foresee Wealth Advisors compensated?**
On its Form ADV (Item 5.E, October 2026), Foresee Wealth Advisors reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Foresee Wealth Advisors charge?**
Its Form ADV Part 2A brochure dated January 13, 2026 states: Flat fee: $500 to $5,000 (creating client financial plans); Hourly rate: $150 an hour. Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Foresee Wealth Advisors located?**
Foresee Wealth Advisors' principal office is in Bellevue, WA, according to its Form ADV.

**Is Foresee Wealth Advisors registered with the SEC or a state?**
Foresee Wealth Advisors is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 333296.

**How much does Foresee Wealth Advisors manage?**
Foresee Wealth Advisors reports $146,000,000 in regulatory assets under management in its Form ADV filing dated February 25, 2026 (100% discretionary).

**How have Foresee Wealth Advisors' assets and staff changed since 2025?**
In the Form ADV data for Foresee Wealth Advisors: Regulatory assets under management: $118,705,000 in the October 2025 data and $146,000,000 in the October 2026 data, up 23%. Total employees: 2 in October 2025 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Foresee Wealth Advisors serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (103); high net worth individuals (55); charitable organizations (1).

**Which custodians does Foresee Wealth Advisors use?**
Foresee Wealth Advisors' 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 Foresee Wealth Advisors 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/333296

**Does Foresee Wealth Advisors state an account minimum?**
Its Form ADV Part 2A brochure dated January 13, 2026 says: "There is no account minimum for any of FCW’s services."

**What changed in Foresee Wealth Advisors' recent Form ADV filings?**
In the February 2026 filing data: Regulatory assets under management went from $118,705,000 to $146,000,000 (+23%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated January 13, 2026)

- Account minimum: None

> There is no account minimum for any of FCW’s services.

- Flat fee: $500 to $5,000 (creating client financial plans)

> The negotiated fixed rate for creating client financial plans is between $500 and $5,000.

- Hourly rate: $150 an hour

> The negotiated hourly fee for these services is $150.

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: $146,000,000
- Discretionary: $146,000,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 103 | $36,000,000 |
| High net worth individuals | 55 | $104,500,000 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 1 | $5,000,000 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $500,000 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2025 (1 year)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, MN, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [foreseewealth.com](https://foreseewealth.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $118,705,000 | 2 | April 17, 2025 |
| October 2026 | $146,000,000 | 2 | February 25, 2026 |

Regulatory assets under management: $118,705,000 in the October 2025 data and $146,000,000 in the October 2026 data, up 23%.
Total employees: 2 in October 2025 and 2 in October 2026.

## Changes in the filing (last 12 months)

### February 2026
- Regulatory assets under management went from $118,705,000 to $146,000,000 (+23%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Foresee Wealth Advisors (CRD 333296): Form ADV filing data as of October 2026.