# FSA Wealth Partners

> 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.

- CRD: 104513
- Filed as: FSA WEALTH PARTNERS
- Legal name: FSA Wealth Partners, Inc.
- Also doing business as: FSA
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Rockville, MD
- Filing period: October 2026
- Form ADV filing dated: April 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/104513
- AdvisorCensus page: https://advisorcensus.com/firm/fsa-wealth-partners-rockville-md-104513

## Quick answers

**How 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

### 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 April 27, 2026)

- Account minimum: None

> 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 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: $819,672,051
- Discretionary: $819,672,051
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 467 | $190,630,474 |
| High net worth individuals | 231 | $595,810,673 |
| Charitable organizations | Fewer than 5 | $31,775,462 |
| Corporations or other businesses not listed above | Fewer than 5 | $1,455,442 |

### 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

### Firm details
- Registered since: 1983 (43 years)
- Employees: 16 total, 9 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, DC, DE, FL, GA, IL, IN, LA, MA, MD, MI, NC, NJ, NM, NY, OH, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fsawealthpartners.com
- Facebook @fsainvest
- LinkedIn @financial-services-adv
- X @fsainvest
- YouTube @ucczby3cnequthjipb92ecmg

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $726,914,646 | 14 | July 21, 2021 |
| October 2022 | $842,896,540 | 13 | July 8, 2022 |
| October 2023 | $707,792,446 | 13 | September 27, 2023 |
| October 2024 | $693,702,744 | 16 | September 19, 2024 |
| October 2025 | $770,176,152 | 15 | April 29, 2025 |
| October 2026 | $819,672,051 | 16 | April 27, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. FSA Wealth Partners (CRD 104513): Form ADV filing data as of October 2026.