FSC WEALTH ADVISORS, LLC

Overview

FSC Wealth Advisors, LLC is an independent registered investment adviser that blends financial planning, discretionary portfolio management and educational programming for individuals, families and select institutional clients. The firm leans heavily on publicly traded vehicles and pooled products as the centerpieces of client portfolios, while also using annuities and corporate debt to address income and liability-matching objectives. FSC Wealth Advisors runs separate managed accounts and pooled investment solutions, and its advisory scope includes workshops and ongoing planning work, which suggests an emphasis on holistic client engagement rather than pure transactional advice. The firm is not an active ESG investor and does not present itself as a multi-state advisory network. Investment behavior shows a preference for broad public market exposures—exchange-traded funds and mutual funds dominate the firm’s investable universe—supplemented by targeted allocations to third-party real estate strategies and fixed-income instruments when clients require diversification or yield. Fee arrangements include AUM-based fees supplemented by hourly and fixed-fee engagements, accommodating one-off planning projects as well as ongoing asset management relationships.

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Location & Offices