Fsa Wealth Partners fees and pricing

Financial planner in Rockville, Maryland. Registered with the SEC.

According to its Form ADV Part 2A brochure dated April 27, 2026, Fsa Wealth Partners charges an annual fee of $5,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 27, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee: $5,000/yr; “We require a minimum annual fee of $5,000 ($1,250 billed quarterly) on accounts where the portfolio value is less than $400,000.”

Payment and refund terms, quoted from the fee section of the brochure.

“Billing Your account will be billed quarterly, in advance, based on the aggregate fair market value of the assets in your account (including cash and cash equivalent securities) on March 31, June 30, September 30 and December 31.”
“In the event the written notice of termination does not fall on the last day of a calendar quarter, we will refund any unearned management fees.”

Its annual fee of $5,000 matches the Maryland median of $5,000. 36% of the 28 other Maryland planners that publish an annual fee charge less.

How the firm is paid: Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 2% a year
Minimum: $5,000 minimum fee (stated in brochure)
Clients: 698
Employees: 16
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
Assets managed: $819,672,051
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 104513
Website: facebook.com/fsainvest (opens in new tab)
Phone: (301) 949-7300

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.