# Foss Wealth Management, Inc.

> Foss Wealth Management, Inc. is a state-registered investment advisory firm in La Grange, NC, registered since 2009, with no regulatory assets under management reported in its Form ADV filing dated January 20, 2026.

- CRD: 146006
- Filed as: FOSS WEALTH MANAGEMENT, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: La Grange, NC
- Filing period: October 2026
- Form ADV filing dated: January 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/146006
- AdvisorCensus page: https://advisorcensus.com/firm/foss-wealth-management-inc-la-grange-nc-146006

## Quick answers

**How is Foss Wealth Management, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Foss Wealth Management, Inc. reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Foss Wealth Management, Inc. located?**
Foss Wealth Management, Inc.'s principal office is in La Grange, NC, according to its Form ADV.

**Is Foss Wealth Management, Inc. registered with the SEC or a state?**
Foss Wealth Management, Inc. is a state-registered investment advisory firm, registered since 2009. Status as filed: APPROVED. CRD 146006.

**Does Foss 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 public record on IAPD: https://adviserinfo.sec.gov/firm/summary/146006

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2009 (17 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fossagency.com
- fossanalysis.com
- fosswm.com
- thefinancialhq.com/FOSSAGENCY

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Foss Wealth Management, Inc. (CRD 146006): Form ADV filing data as of October 2026.