Fitzwilliams Wealth Management Inc.
SEC RegisteredHelping You Secure Your Dream Retirement
About the firm
Fitzwilliams Financial is a full-service, comprehensive financial services firm helping Virginia's and Florida's retired and soon-to-be retired residents feel confident in their financial future. The firm offers a variety of services, from Wealth Management and Retirement Planning to Business Consulting and Federal Benefits. Their Green Light Retirement Process combines concierge-based, fiduciary service with a holistic approach to deliver customized solutions that address clients' individual goals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth Management, Tax Planning, Retirement Planning, Insurance Planning, Estate Planning, Medicare Planning, Business Consulting, and Federal Benefits.
Who they serve
Retired and soon-to-be retired residents of Virginia and Florida; also serves Spanish, Portuguese, Italian, and French-speaking clientele.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 552 | $46M |
| High Net Worth Individuals | 82 | $78M |
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $2,500,000 | 2.00% |
| $2,500,001 - $5,000,000 | 1.50% |
| $5,000,001 - $10,000,000 | 1.00% |
| All Assets over $10,000,000 | 0.80% |
Data as of March 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Fitzwilliams Wealth Management Inc. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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