# FSC Wealth Advisors, LLC

> FSC Wealth Advisors, LLC is an SEC-registered investment advisory firm in Fishkill, NY, registered since 2010, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 154382
- Filed as: FSC WEALTH ADVISORS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Fishkill, NY
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/154382
- AdvisorCensus page: https://advisorcensus.com/firm/fsc-wealth-advisors-llc-fishkill-ny-154382

## Quick answers

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

**How much does FSC Wealth Advisors, LLC charge?**
Its Form ADV Part 2A brochure dated March 30, 2026 states: Hourly rate: $275 an hour (investment advice or financial planning). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is FSC Wealth Advisors, LLC located?**
FSC Wealth Advisors, LLC's principal office is in Fishkill, NY, according to its Form ADV; the April 2026 filing also lists 2 other offices (Schedule D, Section 1.F).

**Is FSC Wealth Advisors, LLC registered with the SEC or a state?**
FSC Wealth Advisors, LLC is an SEC-registered investment advisory firm, registered since 2010. Status as filed: Approved. CRD 154382.

**How much does FSC Wealth Advisors, LLC manage?**
FSC Wealth Advisors, LLC reports $122,275,982 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**How have FSC Wealth Advisors, LLC's assets and staff changed since 2021?**
In the Form ADV data for FSC Wealth Advisors, LLC: Regulatory assets under management: $181,208,092 in the October 2021 data and $122,275,982 in the October 2026 data, down 33%. Total employees: 9 in October 2021 and 5 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does FSC Wealth Advisors, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (677); high net worth individuals (9); pooled investment vehicles (other than investment companies and business development companies) (2).

**Which custodians does FSC Wealth Advisors, LLC use?**
FSC Wealth Advisors, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Broadridge Business Process Outsourcing, LLC, Charles Schwab & Co., Inc. and National Financial Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does FSC Wealth Advisors, LLC 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/154382

**What changed in FSC Wealth Advisors, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $283,104,630 to $122,275,982 (-57%).

## 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 30, 2026)

- Hourly rate: $275 an hour (investment advice or financial planning)

> We may also provide investment advice or financial planning to clients on an hourly or fixed rate fee. Our maximum hourly rate is $275.00 per hour depending on the complexity of the issue being addressed.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Broadridge Business Process Outsourcing, LLC
- Charles Schwab & Co., Inc.
- National Financial Services LLC

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: $122,275,982
- Discretionary: $122,275,982
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 677 | $79,423,223 |
| High net worth individuals | 9 | $11,803,325 |
| Pooled investment vehicles (other than investment companies and business development companies) | 2 | $30,559,043 |
| Corporations or other businesses not listed above | Fewer than 5 | $490,391 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Educational seminars/workshops

### Firm details
- Registered since: 2010 (16 years)
- Employees: 5 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, FL, MD, NC, NH, NJ, NY, PA, RI, SC, TX
- 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
- Oneonta, NY
- Waterford, CT

### Websites listed on Form ADV (Item 1.I)
- fscwealthadvisors.com
- Facebook @FSCWEALTH
- Instagram @fsc_wealth_advisors
- LinkedIn @FSC-WEALTH-ADVISORS-LLC
- LinkedIn @james-comblo
- LinkedIn @jeffrey-scott1
- X @FSCWEALTH
- X @james_comblo
- YouTube @fscwealthadvisorsllc9395

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $181,208,092 | 9 | March 31, 2021 |
| October 2022 | $218,416,822 | 5 | August 12, 2022 |
| October 2023 | $220,611,172 | 6 | April 6, 2023 |
| October 2024 | $248,663,333 | 5 | August 9, 2024 |
| October 2025 | $283,104,630 | 5 | March 6, 2025 |
| October 2026 | $122,275,982 | 5 | March 30, 2026 |

Regulatory assets under management: $181,208,092 in the October 2021 data and $122,275,982 in the October 2026 data, down 33%.
Total employees: 9 in October 2021 and 5 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $283,104,630 to $122,275,982 (-57%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. FSC Wealth Advisors, LLC (CRD 154382): Form ADV filing data as of October 2026.