# FSB Premier Wealth Management, Inc.

> FSB Premier Wealth Management, Inc. is an SEC-registered investment advisory firm in Waterloo, IA, registered since 2017, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 15898
- Filed as: FSB PREMIER WEALTH MANAGEMENT, INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Waterloo, IA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/15898
- AdvisorCensus page: https://advisorcensus.com/firm/fsb-premier-wealth-management-inc-waterloo-ia-15898

## Quick answers

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

**How much does FSB Premier Wealth Management, Inc. charge?**
Its Form ADV Part 2A brochure dated March 27, 2026 states: Hourly rate: $250 to $300 an hour (financial planning work). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is FSB Premier Wealth Management, Inc. located?**
FSB Premier Wealth Management, Inc.'s principal office is in Waterloo, IA, according to its Form ADV; the April 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is FSB Premier Wealth Management, Inc. registered with the SEC or a state?**
FSB Premier Wealth Management, Inc. is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 15898.

**How much does FSB Premier Wealth Management, Inc. manage?**
FSB Premier Wealth Management, Inc. reports $431,742,786 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (100% discretionary).

**How have FSB Premier Wealth Management, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for FSB Premier Wealth Management, Inc.: Regulatory assets under management: $244,548,807 in the October 2021 data and $431,742,786 in the October 2026 data, up 77%. Total employees: 11 in October 2021 and 12 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does FSB Premier Wealth Management, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (778); high net worth individuals (116); corporations or other businesses not listed above (26).

**Which custodians does FSB Premier Wealth Management, Inc. use?**
FSB Premier 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 FSB Premier 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/15898

**What changed in FSB Premier Wealth Management, Inc.'s recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 11 to 10. Regulatory assets under management went from $346,694,879 to $431,742,786 (+25%). No longer lists an office in Waterloo, IA. No longer lists an office in West Union, IA. Registered or notice-filed in MO.

## 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 March 27, 2026)

- Hourly rate: $250 to $300 an hour (financial planning work)

> FSB Premier’s hourly rate ranges from $250 to $300 per hour. This amount is negotiable solely at the discretion of FSB Premier.

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: $431,742,786
- Discretionary: $431,742,786
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 778 | $163,340,362 |
| High net worth individuals | 116 | $252,673,353 |
| 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 | 14 | $7,822,879 |
| 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 | 26 | $7,906,192 |
| 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: 2017 (9 years)
- Employees: 12 total, 10 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, IA, IL, LA, MN, MO, NE, SD, TX, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Cedar Falls, IA
- Waverly, IA
- West des Moines, IA

### Websites listed on Form ADV (Item 1.I)
- fsbfs.com
- fsbpremier.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $244,548,807 | 11 | August 3, 2021 |
| October 2022 | $273,510,967 | 12 | March 31, 2022 |
| October 2023 | $241,223,767 | 12 | April 11, 2023 |
| October 2024 | $293,732,584 | 13 | March 29, 2024 |
| October 2025 | $346,694,879 | 14 | March 18, 2025 |
| October 2026 | $431,742,786 | 12 | March 27, 2026 |

Regulatory assets under management: $244,548,807 in the October 2021 data and $431,742,786 in the October 2026 data, up 77%.
Total employees: 11 in October 2021 and 12 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 11 to 10.
- Regulatory assets under management went from $346,694,879 to $431,742,786 (+25%).
- No longer lists an office in Waterloo, IA.
- No longer lists an office in West Union, IA.
- Registered or notice-filed in MO.

### January 2026
- No longer registered or notice-filed in ID.

### December 2025
- Registered or notice-filed in CO.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. FSB Premier Wealth Management, Inc. (CRD 15898): Form ADV filing data as of October 2026.