FSC Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$91,226,548
Clients
686
Advisors
3
of 5 employees
About
FSC Wealth Advisors, LLC is an SEC-registered independent investment adviser that provides fee-based investment supervisory, portfolio management, investment consulting and financial planning to individuals, businesses, qualified retirement plans, trusts, estates and charitable organizations. The firm manages approximately $122.3 million in discretionary assets and serves a relatively large client base of about 686 clients supported by a four-advisor team.
The firm’s investment approach emphasizes broadly diversified, systematically managed portfolios with periodic rebalancing and client-specific investment policy statements that consider risk tolerance and time horizon. For clients seeking more customized strategies, FSC offers separately managed account direct-indexing strategies with tax-loss harvesting and, in some cases, covered-call overlays to address concentrated positions.
FSC discloses several features that distinguish it from many peers: it provides services to plan-level or pooled retirement accounts and conducts educational workshops and seminars for investors and the public. The firm also maintains an affiliated accounting practice and reports that some representatives are dually licensed as registered representatives and insurance agents and that it has received transitional assistance from a broker-dealer partner; these relationships are disclosed as potential conflicts and are managed through client disclosures.
Client services
Expertise
Fee options
Fixed project fees negotiated per project; payment terms agreed upon, with no more than $1200 prepaid for more than six months
$0 - $100,000: 2.50% (for agreements executed on or after January 17, 2013) $100,001 - $250,000: 2.35% (for agreements executed on or after January 17, 2013) $250,001 - $500,000: 2.30% (for agreements executed on or after January 17, 2013) $500,001 - $750,000: 2.25% (for agreements executed on or after January 17, 2013) $750,001 - $1,000,000: 2.20% (for agreements executed on or after January 17, 2013) $1,000,001+: 2.05% (for agreements executed on or after January 17, 2013) $0 - $100,000: 1.95% (for agreements executed prior to January 17, 2013) $100,001 - $250,000: 1.80% (for agreements executed prior to January 17, 2013) $250,001 - $500,000: 1.75% (for agreements executed prior to January 17, 2013) $500,001 - $750,000: 1.70% (for agreements executed prior to January 17, 2013) $750,001 - $1,000,000: 1.65% (for agreements executed prior to January 17, 2013) $1,000,001+: 1.50% (for agreements executed prior to January 17, 2013)
Up to $275.00 per hour depending on complexity
Fee-only: Hourly rate up to $275.00 per hour; fixed project fees negotiated on a case-by-case basis, not to exceed $1200 prepaid for more than six months
Main office
1 Summit Court, Suite 100
Fishkill NY 12524
Advisors at this office
3
Most active in
California · Connecticut · Florida · Maryland · New Hampshire · New Jersey · New York · North Carolina · Pennsylvania · Rhode Island · South Carolina · 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.
Quick links
Advisors at this firm
Jeffrey S
Series 65, Series 63
Fishkill, NY
FSC Wealth Advisors, LLC
Jeffrey Scott is a financial advisor at FSC Wealth Advisors, LLC with 43 years of industry experience. He holds Series 65 and Series 63 designations and has worked at FSC Wealth Advisors since 2010. He also serves as a director of the Aesculapius Club. FSC Wealth Advisors, LLC is an SEC-registered independent investment adviser managing approximately $122.3 million in discretionary assets for about 686 clients. The firm offers diversified, systematically managed portfolios and customized strategies, including direct-indexing with tax-loss harvesting, serving individuals, businesses, retirement plans, trusts, estates, and charitable organizations.
James C
Series 63, Series 66, Series 65
Fishkill, NY
FSC Wealth Advisors, LLC
James Comblo is a financial advisor with FSC Wealth Advisors, LLC, holding Series 63, 65, and 66 licenses and bringing 12 years of industry experience. His work history includes roles at C2P Capital Advisory Group, Geneos Wealth Management, and Next Financial Group. He also owns FSC Tax Advisors and Comblo Funding Corp. FSC Wealth Advisors is an SEC-registered independent investment adviser serving individuals, businesses, qualified retirement plans, trusts, estates, and charitable organizations. The firm manages approximately $122.3 million in discretionary assets and focuses on broadly diversified, systematically managed portfolios with client-specific investment policy statements and customized strategies such as direct-indexing and tax-loss harvesting.
Elizabeth A
Series 65
Fishkill, NY
FSC Wealth Advisors, LLC
Elizabeth Arcara is a financial advisor with FSC Wealth Advisors, LLC, holding a Series 65 designation and three years of industry experience. She has worked at GENEOS Wealth Management Inc. and FSC Wealth Advisors since 2022. Outside of her advisory role, she has been involved in the hospitality industry as a bartender at Cafe Corp 165 / Hudson Grille since 2016. FSC Wealth Advisors provides investment supervisory, portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, qualified retirement plans, trusts, estates, and charitable organizations. The firm employs broadly diversified, systematic model portfolios with a discretionary approach and offers specialized programs such as an Active Management Program featuring direct-indexing strategies and tax-loss harvesting.
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