FSA Advisors, Inc.
Firm details
- Headquarters
- Troy, Michigan
- CRD number
- 286251
- Registered since
- March 8, 2021
- Website
- www.fsa1.com
- Custodians
- CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Other
- Client types
- Individuals89.49%
- HNWI10.51%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
FSA Advisors, Inc. operates as an independent registered investment adviser and has been SEC-registered since 2021. The firm serves individual and family clients and acts as a capital allocator, sourcing third-party managers as part of its offerings. Core advisory services include financial planning, discretionary portfolio management for individuals and small businesses, and selection of other advisers. Its fee model is flexible — blending percentage-of-AUM billing with hourly and fixed fees and other arrangements. FSA Advisors does not position itself as an ESG investor and notes relationships with industry partners such as accountants and an insurance company.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds57%
- Exchange Traded Equities35%
- Other5%
- Cash & Cash Equivalents3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 195Active vs passive
$179M in ETFs
25%
$45.5M
53%
$134M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD S&P 500 ETF (VOO) | Vanguard | Passive | Large Blend | $8.3M | 11,893 | 4.65% |
Location
Troy, MI
Oakland
Location
Troy, MI
Headquartered in Troy, MI, anchoring the Detroit-Warren-Ann Arbor, MI metro in the Midwest.
- Metro area
- Detroit-Warren-Ann Arbor, MI
- Region
- Midwest
- County
- Oakland
- Address
- 50 W Big Beaver Rd
- Time zone
- ET (UTC-5)
- Office locations
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