Firm
FSA Wealth Partners
Rockville, Maryland
Fee-only
FSA Wealth Partners at a glance
- One of 195 fee-only firms based in Maryland in the Wellspent graph.
- 8 advisors are listed here; 4 of 8 hold the CFP.
- Its Form ADV reports 16 employees and 698 individual clients, 231 of them high net worth.
- Its average account is about $419,000 (assets it manages divided by its 1,957 accounts).
Fee-only advisors in Maryland · What fee-only advisors charge in Maryland
Facts
| Based in | Rockville, Maryland |
|---|---|
| Website | fsawealthpartners.com |
| [email protected] | |
| Phone | (301) 949-7300 |
FSA Wealth Partners fees
FSA Wealth Partners doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $820 million |
| Individual clients | 467 |
| High-net-worth clients | 231 |
| Accounts managed | 1,957 |
| Employees | 16 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-18801) |
| Financial planning | Offered |
| Form ADV filed | April 27, 2026 |
| SEC record | CRD 104513 |