James Joseph
FSA Wealth Partners · Rockville, Maryland
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.
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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, TX · CRD 2943563 |
| Exams passed | Series 63 (1997) · Series 66 (2004) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.fsawealthpartners.com |
How James'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 James
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.
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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