A complete list of active advisors currently associated with FSC Advisors LLC

Warmer can help you find a great advisor at FSC Advisors LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at FSC Advisors LLC, 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.