Jordan Daugherty
FSA Wealth Partners · Rockville, Maryland
Jordan Daugherty is a fee-only financial advisor at FSA Wealth Partners in Rockville, Maryland, who holds the CFA credential. Jordan 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 | CFA |
| SEC registration | Investment adviser representative in MD · CRD 6939807 |
| Exams passed | Series 66 (2018) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.fsawealthpartners.com |
How Jordan'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 Jordan
Is Jordan Daugherty a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jordan 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 Jordan charge for financial advice?
Jordan's firm, FSA Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jordan Daugherty based?
Jordan Daugherty is based in Rockville, Maryland.
What does Jordan specialize in?
Jordan's specialties include retirement planning. Jordan works with retirees.
What credentials does Jordan Daugherty hold?
Jordan Daugherty holds the CFA credential.
Is Jordan Daugherty registered with the SEC?
Yes. Jordan Daugherty is registered as an investment adviser representative in MD (CRD 6939807), 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 Jordan Daugherty?
Through Jordan'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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