Foresee Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$140,500,000
Clients
158
Advisors
2
of 2 employees
About
Foresee Wealth Advisors (FC Wealth, Inc. dba Foresee Wealth Advisors and Compass Wealth Advisor) serves individuals — including high-net-worth clients — as well as charitable organizations, corporations and retirement plans. The two-advisor firm reports approximately $146 million in assets under management across about 158 clients and provides ongoing portfolio management, financial planning, and pension consulting with administrative and participant services.
The firm documents client goals and risk tolerance in written Investment Policy Statements, often seeks discretionary trading authority, and typically builds portfolios around ETFs (including precious-metal sector ETFs), mutual funds, equities, fixed income and TIPS. Its methods include fundamental, modern portfolio theory, quantitative and technical analysis, and the firm uses long- and short-term trading as well as options strategies (including covered, uncovered, and spread positions), each of which carries material additional risk.
Distinctive features for a small supported adviser include offering plan-level pension consulting (plan design support, fiduciary training, participant education and RFP assistance) alongside individual wealth management. The brochure also discloses that supervised persons are licensed insurance agents and maintain an affiliation with another advisory firm for client transitions, and it identifies the acceptance of insurance compensation and potential soft-dollar benefits as disclosed conflicts of interest.
Client services
Expertise
Fee options
Negotiated fixed fee between $500 and $5,000 for financial planning; $0 to $100,000 for pension consulting plans
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - AND UP: 0.50%
$150 per hour for financial planning services
Account minimum: No account minimum for any of FCW’s services
Main office
10900 NE 4th St, Suite 2300
Bellevue WA 98004
Advisors at this office
2
Most active in
Arizona · Minnesota · Washington
Also doing business as
Compass Wealth Advisor · Fc Wealth, Inc. · Foresee Wealth Advisors
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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
Christopher N
Series 66
Bellevue, WA
Foresee Wealth Advisors
Christopher Niemela is a financial advisor with Foresee Wealth Advisors in Bellevue, WA, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at ClearPoint Financial and Snider Financial Group. He also provides term and permanent life insurance, fixed annuities, long-term care insurance, Medicare supplement insurance, and disability insurance as an independent producer. Foresee Wealth Advisors serves individuals, including high-net-worth clients, as well as charitable organizations, corporations, and retirement plans. The firm offers ongoing portfolio management, financial planning, and pension consulting, using investment approaches such as ETFs, mutual funds, equities, fixed income, and options strategies tailored to client goals and risk tolerance.
Michael B
Series 63, Series 65
Bellevue, WA
Foresee Wealth Advisors
Michael Brown is a financial advisor at Foresee Wealth Advisors in Bellevue, WA, holding Series 63 and Series 65 licenses with 30 years of industry experience. His work history includes roles at Financial Advocates Investment Management, Compass Wealth Advisor, Kestra Financial, AJ Gallagher, LPL Financial, ClearPoint Financial, and Citigroup Global Markets. Foresee Wealth Advisors serves individuals, charitable organizations, corporations, and retirement plans, managing approximately $146 million in assets. The firm provides portfolio management, financial planning, and pension consulting services, employing a range of investment strategies including ETFs, mutual funds, equities, fixed income, and options.
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