David Petersen
FSA Wealth Partners · Rockville, Maryland
David Petersen is a fee-only financial advisor at FSA Wealth Partners in Rockville, Maryland, who holds the CFP credential. David focuses on retirement planning. FSA Wealth Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
Facts
| Firm | FSA Wealth Partners |
|---|---|
| Based in | Rockville, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $819.7M across 1,957 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD · CRD 716333 |
| Exams passed | Series 63 (1980) · Series 65 (1991) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.fsawealthpartners.com |
| Profile |
How David's firm compares
- FSA Wealth Partners's average account is about $419,000, from its Form ADV (assets managed divided by 1,957 accounts).
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Questions about David
Is David Petersen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and FSA Wealth Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, FSA Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Petersen based?
David Petersen is based in Rockville, Maryland.
What does David specialize in?
David's specialties include retirement planning. David works with retirees.
What credentials does David Petersen hold?
David Petersen holds the CFP credential.
Is David Petersen registered with the SEC?
Yes. David Petersen is registered as an investment adviser representative in MD (CRD 716333), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does FSA Wealth Partners manage?
FSA Wealth Partners reports $819.7M across 1,957 accounts in assets under management.
How do I contact David Petersen?
Through David's website, www.fsawealthpartners.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- FSA Wealth Partners website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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