FC Wealth Solutions LLC

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Client assets under management

$92,300,000

Clients

148

20% high-net-worth

Advisors

of 4 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Typical

Average account size

$623,649

About

FC Wealth Solutions serves individual clients, including high-net-worth individuals, and corporate clients, offering discretionary portfolio management and one-time financial planning. The firm prepares an Investment Policy Statement for each client and provides ongoing monitoring and implementation of tailored portfolios, with no stated account minimum.

The firm employs a mix of fundamental, quantitative, technical analysis and modern portfolio theory to manage assets, using both long-term and short-term trading approaches. Its investment lineup includes a short-term, rules-based Tactical S&P mean-reversion strategy (typically holding positions three to four days and remaining in cash about half the time) alongside actively managed ETF-based Core Equity and Core Bond strategies, and it may utilize margin, options and futures as part of its programs.

Noteworthy for a firm of its size, FC Wealth Solutions manages roughly $101 million for about 148 clients with a small advisory team and relies on discretionary authority for trading. It also invests across a broad set of instruments — including hedge funds, private equity, private placements, commodities and precious metal ETFs — recommends Fidelity and Interactive Brokers as custodians, and recently changed its billing cadence to assess advisory fees monthly in arrears.

Client services

Financial planning Portfolio management

Expertise

Options & derivatives strategies Active portfolio management Real estate investing Private / alternative investments

Fee options

Fixed

Fixed fees for financial planning range between $1,000 and $5,000.

Percentage

$0 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.00% $5,000,001 - And Up: Up to 0.85%

Main office location

FC Wealth Solutions LLC

579 Executive Campus Drive Suite 230

Westerville OH 43082, United States

Number of offices

Most active in

Ohio · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website (614) 212-1015

Advisors at this firm

Michael F

Series 63, Series 65

Westerville, OH

FC Wealth Solutions LLC

Michael Fickell is a financial advisor at FC Wealth Solutions LLC with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has been with FC Wealth Solutions since 2016, following a brief tenure at Lincoln Financial Advisors. FC Wealth Solutions provides discretionary portfolio management and financial planning for individuals, high-net-worth individuals, and corporate clients. The firm employs a combination of fundamental, quantitative, and technical analysis alongside modern portfolio theory, implementing portfolios through systematic, rules-based ETF strategies and opportunistic trading.

Options & derivatives strategies Active portfolio management Real estate investing Private / alternative investments

Craig C

Series 66

Westerville, OH

FC Wealth Solutions LLC

Craig Cavicchia is a financial advisor at FC Wealth Solutions LLC with 15 years of industry experience. He holds a Series 66 designation and has worked at FC Wealth Solutions since 2016, following prior roles at Northwest Asset Management and SWS Partners, LLC. FC Wealth Solutions provides discretionary portfolio management and financial planning for individuals, high-net-worth individuals, and corporate clients. The firm uses a combination of fundamental, quantitative, and technical analysis along with modern portfolio theory to implement portfolios through systematic, rules-based ETF strategies and opportunistic trading.

Options & derivatives strategies Active portfolio management Real estate investing Private / alternative investments

Christopher C

Series 65

Westerville, OH

FC Wealth Solutions LLC

Christopher Cassiere is a financial advisor at FC Wealth Solutions LLC with 12 years of industry experience. He holds a Series 65 designation and has worked at Shoker Investment Counsel, Inc. since 2007, alongside his current role at FC Wealth Solutions since 2020. FC Wealth Solutions provides discretionary portfolio management and financial planning services to individuals, high-net-worth individuals, and corporate clients. The firm employs a combination of fundamental, quantitative, and technical analysis alongside modern portfolio theory, implementing portfolios through systematic, rules-based ETF strategies and opportunistic trading.

Options & derivatives strategies Active portfolio management Real estate investing Private / alternative investments

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