# James Joseph

> James Joseph is a fee-only financial advisor at FSA Wealth Partners in Rockville, Maryland, who holds the CFP credential. James focuses on retirement planning. FSA Wealth Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/james-joseph/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## 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 (firm's website)
- **Assets under management (firm):** $819.7M across 1,957 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **Works with:** Retirees
- **CRD:** 2943563 (https://adviserinfo.sec.gov/individual/summary/2943563)
- **SEC registration:** Investment adviser representative in MD, TX
- **Exams passed:** Series 63 (1997), Series 66 (2004)
- **Firm size:** 16 employees
- **Disclosures:** None reported
- **Website:** https://www.fsawealthpartners.com

## Frequently asked questions

### Is James Joseph a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: James 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 James charge for financial advice?

James's firm, FSA Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is James Joseph based?

James Joseph is based in Rockville, Maryland.

### What does James specialize in?

James's specialties include retirement planning. James works with retirees.

### What credentials does James Joseph hold?

James Joseph holds the CFP credential.

### Is James Joseph registered with the SEC?

Yes. James Joseph is registered as an investment adviser representative in MD and TX (CRD 2943563), 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 James Joseph?

Through James's website, www.fsawealthpartners.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2943563): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://fsawealthpartners.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.