FSA Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
FSA Advisors provides portfolio management and financial planning to individuals, high‑net‑worth individuals, and businesses. The firm prepares Investment Policy Statements, offers discretionary portfolio management and ongoing monitoring, and delivers financial plans on a fixed‑fee or hourly basis.
The firm’s investment approach relies on fundamental analysis and modern portfolio theory with a long‑term trading emphasis and tailored asset allocations that focus on mutual funds, fixed‑income, REITs, annuities and ETFs (including precious‑metal ETFs). FSA Advisors commonly seeks discretionary authority, may allocate portions of portfolios to third‑party managers (including several named platform partners), and requires use of specified custodians while also maintaining controls around AI use for investment purposes that require human verification of AI outputs.
Noteworthy disclosures include a past regulatory matter involving an associated individual that was resolved by administrative consent and a number of recent material updates to the firm’s disclosures and practices. The brochure also documents potential conflicts of interest and non‑investment activities that distinguish the firm from many peers — representatives may sell commissionable insurance products, the firm receives economic benefits and incentive arrangements from custodians and third‑party partners, and it uses lead‑generation services for client referrals.
Client services
Expertise
Fee options
Up to $25,000 fixed fee for financial planning
$5,000 - $499,999: 1.50% $500,000 - $999,999: 1.25% $1,000,000+: 1.00%
Up to $350 per hour for Advisor, up to $150 per hour for Administrative
Account minimum: $5,000
Main office
See office50 W Big Beaver Rd Suite 500
Troy MI 48084
Advisors at this office
26
Offices (3)
Most active in
Arizona · Colorado · Florida · Illinois · Indiana · Louisiana · Michigan · North Carolina · Ohio · Pennsylvania · Texas · Virginia
Also doing business as
Financial Services Of America Advisors · Fsa Advisors · Fsa Advisors, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
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