FSC Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
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
920 South Main St 101
North Canton OH 44720
Advisors at this office
1
Most active in
Ohio · Texas
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.
Forms ADV
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