A complete list of active advisors currently associated with FSA Wealth Partners

Warmer can help you find a great advisor at FSA Wealth Partners or one who fits your needs even better.

FSA Wealth Partners is a fee-only fiduciary registered investment adviser that provides discretionary portfolio management and limited-scope financial planning to individuals, business owners, foundations, trusts and retirement accounts. The firm, incorporated in 1982, operates with a team of eight advisors and manages about $820 million for roughly 700 clients. The firm offers both actively managed and passive strategies and uses a combination of technical and fundamental analysis to inform asset allocation and trade decisions, with ongoing portfolio oversight and periodic client communications. Actively managed strategies may employ a proprietary exit mechanism called the FSA Safety Net and the firm uses pooled vehicles such as mutual funds and ETFs—including leveraged and inverse funds—or delegates to independent managers and Envestnet fund-strategist models as part of client portfolios. Several operational features distinguish FSA from many peers: it recommends Charles Schwab as custodian and discloses receipt of various Schwab economic and platform benefits, it uses the Pontera Solutions platform to link and manage held-away retirement plan assets, and it serves as a sub-adviser and accesses Envestnet’s RIA Marketplace. The brochure also discloses permissive operational arrangements—standing letters of authorization and direct fee deduction custody—and notes the use and risks of leveraged/inverse investments, all of which the firm flags as potential conflicts and that clients may restrict.

To learn more about the advisors currently working at FSA Wealth Partners, 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.