FSA Advisors, Inc.

RIASEC Registered
Total AUM
$573M
Discretionary
$571M
100% of AUM
Avg account
$130K
Accounts
4,406
Employees
31
Advisory reps
28

Firm details

Headquarters
Troy, Michigan
CRD number
286251
Registered since
March 8, 2021
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

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 57%, Exchange Traded Equities 35%, Other 5%, Cash & Cash Equivalents 3%57%
  • Public Funds/Mutual Funds57%
  • Exchange Traded Equities35%
  • Other5%
  • Cash & Cash Equivalents3%

Owners & executives

FINTRX

Contacts

FINTRX

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 195

Active vs passive

$179M in ETFs

Passive

25%

$45.5M

Active

53%

$134M

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD S&P 500 ETF (VOO)VanguardPassiveLarge Blend$8.3M11,8934.65%

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth