A complete list of active advisors currently associated with FAS Wealth Partners, Inc.
Warmer can help you find a great advisor at FAS Wealth Partners, Inc. or one who fits your needs even better.
FAS Wealth Partners provides fee‑based advisory services to a mix of individuals (including high‑net‑worth clients), trusts, estates, corporations, employer‑sponsored retirement plans and banking or thrift organizations. Services described in the brochure include ongoing discretionary portfolio management, Comprehensive and Target financial planning, and ERISA 3(21)/3(38) investment advice for defined contribution and defined benefit plans. The firm’s investment process is centered on asset allocation aligned with written investment objectives (ranging from Capital Preservation to Growth) and combines internal portfolio management with the use of third‑party managers, research tools such as Morningstar and YCharts, and account aggregation technology (ByAllAccounts). FAS also outlines tax‑aware practices (e.g., tax‑loss harvesting) and occasional use of alternative vehicles and structured products, with accompanying disclosures about liquidity, credit and other risks. Noteworthy features disclosed in the brochure include formal affiliations and on‑site professional services beyond typical multi‑team advisories: an affiliated broker‑dealer/insurance agency, a wholly owned tax/accounting subsidiary for tax preparation referrals, and firm attorneys who provide legal referrals and may meet with clients at the firm’s office. The brochure also notes the firm accepts banking/thrift clients, refers trust business to a trust company in which a shareholder has an ownership interest, and provides regular written client reports and event communications supported in part by product providers.
To learn more about the advisors currently working at FAS Wealth Partners, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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