F
FSC Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$17,133,000
Clients
113
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
113
Very HighAverage account size
$151,619
About
FSC Advisors LLC provides asset management and financial planning to individuals, families, trusts and select institutional clients, offering advice across mutual funds, annuities, fixed income and other securities. The firm charges asset‑based fees for investment advisory services and reported managing approximately $14.6 million on a discretionary basis for 105 clients as of January 2, 2024.
The firm implements client strategies through written investment policy statements and offers either model portfolios or fully customized allocations, accepting discretionary authority under its asset management agreements. Investment analysis may include fundamental, technical, charting and cyclical techniques, with model portfolios reviewed quarterly and custom allocations reviewed at least annually; financial planning is provided on an hourly or negotiated flat‑fee basis.
Distinctive to this firm, the principal owner operates an affiliated tax and insurance business and is an enrolled agent who holds life/health/variable annuity licenses, enabling the adviser to offer tax preparation and insurance products in addition to investment advice. Commissions from insurance and annuity sales are credited against advisory fees and tax preparation is offered separately (sometimes at a reduced rate), a cross‑affiliation that the brochure discloses and that is relatively uncommon among solo independent advisory firms.
Client services
Financial planning
Portfolio management
Expertise
Annuities
General tax planning
College savings (529s, UTMA, etc.)
Fee options
Flat fees for financial planning services may be negotiated (recurring or one-time).
$1 - $274,999: 2.00% $275,000 - $499,999: 1.75% $500,000 - $799,999: 1.50% $800,000+: 1.25%
Commissions earned through sale of insurance products are credited against advisory fees.
Financial planning services charged at $125 per hour.
Account minimum: $1 Fee-only: Financial planning services at $125/hour; flat fees may be negotiated for financial planning services.
Main office location
FSC Advisors LLC
920 South Main St 101
North Canton OH 44720, United States
Number of offices
1
Most active in
FSC Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Ohio · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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:
-
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.
-
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
Advisors at this firm
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