How does FS FINANCIAL ADVISORS, LLC help clients – Key Takeaways:
- Provides comprehensive financial planning services.
- Offers a wide range of financial services and products.
- Focused on building long-term relationships with clients.
- Strives to provide unbiased and objective advice.
Facts and Insights
FS FINANCIAL ADVISORS, LLC is a leading financial advisory firm that has been in business for over 20 years. It has a team of highly experienced and educated advisors who are committed to helping clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20 years |
Financial Services Offered
FS FINANCIAL ADVISORS, LLC offers a wide range of financial services, including:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance services
Client Types
FS FINANCIAL ADVISORS, LLC serves a diverse group of clients including:
- Individuals
- Families
- Small business owners
- High-net-worth individuals
Fees & Compensation
FS FINANCIAL ADVISORS, LLC follows a fee-only compensation structure, which means that they are only compensated through client fees and do not receive any commissions or kickbacks for recommending products or services. This ensures that their advice is always in the best interest of their clients.
Background
Founded in 2000, FS FINANCIAL ADVISORS, LLC has grown to become a highly reputable financial advisory firm in the industry. Their team of advisors has an average of 15 years of experience in the financial services industry and holds advanced degrees and certifications.
Financial Advisor Disclosures to Know
As a reputable financial advisor, FS FINANCIAL ADVISORS, LLC is committed to transparency and providing full disclosure to their clients. Some important disclosures to be aware of include:
- FS FINANCIAL ADVISORS, LLC is a registered investment advisor with the Securities and Exchange Commission (SEC).
- They have a fiduciary duty to act in their clients’ best interests at all times.
- They may earn additional fees from recommending certain products or services, but will always disclose this to their clients.
- They have no record of disciplinary actions or legal proceedings against them.