AdvisorCensus / Financial advisors / District of Columbia / Washington / FSA Wealth Partners
FSA Wealth Partners
Filed as FSA WEALTH PARTNERS · Legal name FSA Wealth Partners, Inc.
FSA Wealth Partners is an SEC-registered investment advisory firm in Rockville, MD, registered since 1983, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated April 27, 2026.
Quick answers
From the filingHow is FSA Wealth Partners compensated?
On its Form ADV (Item 5.E, October 2026), FSA Wealth Partners reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).
Where is FSA Wealth Partners located?
FSA Wealth Partners' principal office is in Rockville, MD, according to its Form ADV.
Is FSA Wealth Partners registered with the SEC or a state?
FSA Wealth Partners is an SEC-registered investment advisory firm, registered since 1983. Status as filed: Approved. CRD 104513.
How much does FSA Wealth Partners manage?
FSA Wealth Partners reports $819,672,051 in regulatory assets under management in its Form ADV filing dated April 27, 2026 (100% discretionary).
How have FSA Wealth Partners' assets and staff changed since 2021?
In the Form ADV data for FSA Wealth Partners: Regulatory assets under management: $726,914,646 in the October 2021 data and $819,672,051 in the October 2026 data, up 13%. Total employees: 14 in October 2021 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does FSA Wealth Partners serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (467); high net worth individuals (231).
Which custodians does FSA Wealth Partners use?
FSA Wealth Partners' 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 FSA Wealth Partners 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/104513
Does FSA Wealth Partners state an account minimum?
Its Form ADV Part 2A brochure dated April 27, 2026 says: "We do not require a minimum account size for portfolio management services; however, our services do have a minimum fee as disclosed above under “Investment Advisory Service Fees” in the Item 5, “Fees & Compensation” section of this Brochure."
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: None
The brochure's wording
We do not require a minimum account size for portfolio management services; however, our services do have a minimum fee as disclosed above under “Investment Advisory Service Fees” in the Item 5, “Fees & Compensation” section of this Brochure.
As stated in the firm's Form ADV Part 2A brochure dated April 27, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$819,672,051 as of October 2026, filing dated April 27, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Registration and firm details
Items 1, 2, 5- Legal name
- FSA Wealth Partners, Inc.
- Also doing business as
- FSA
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 1983 (43 years)
- Employees
- Total: 16. Performing investment advisory functions: 9.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
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.
- States registered or notice-filed
-
28 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $819,672,051 | 16 | April 27, 2026 |
| October 2025 | $770,176,152 | 15 | April 29, 2025 |
| October 2024 | $693,702,744 | 16 | September 19, 2024 |
| October 2023 | $707,792,446 | 13 | September 27, 2023 |
| October 2022 | $842,896,540 | 13 | July 8, 2022 |
| October 2021 | $726,914,646 | 14 | July 21, 2021 |
Regulatory assets under management: $726,914,646 in the October 2021 data and $819,672,051 in the October 2026 data, up 13%.
Total employees: 14 in October 2021 and 16 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 monthsNo changes to these filed facts in the last 12 months of filing data.
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. FSA Wealth Partners (CRD 104513): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/fsa-wealth-partners-rockville-md-104513