Warren, MI Van Dyke Ave Office

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.