Kimberly Basenback
FSA Wealth Partners · Rockville, Maryland
Kimberly Basenback is a fee-only financial advisor at FSA Wealth Partners in Rockville, Maryland, who holds the CFP credential. Kimberly 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 5523788 |
| Exams passed | Series 66 (2012) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.fsawealthpartners.com |
How Kimberly'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 Kimberly
Is Kimberly Basenback a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kimberly 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 Kimberly charge for financial advice?
Kimberly's firm, FSA Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kimberly Basenback based?
Kimberly Basenback is based in Rockville, Maryland.
What does Kimberly specialize in?
Kimberly's specialties include retirement planning. Kimberly works with retirees.
What credentials does Kimberly Basenback hold?
Kimberly Basenback holds the CFP credential.
Is Kimberly Basenback registered with the SEC?
Yes. Kimberly Basenback is registered as an investment adviser representative in MD (CRD 5523788), 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 Kimberly Basenback?
Through Kimberly'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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