FMSA
SEC RegisteredWe will help you prepare for your future.
About the firm
At FMSA, we believe that every individual has their own distinct financial goals and dreams. FMSA offers personalized financial consulting services, crafting customized plans tailored to each client's unique aspirations. They focus on building strong relationships through continuous monitoring, evaluation, and proactive recommendations.
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, Retirement Planning, Insurance Planning, Education Planning, and Estate Planning.
Who they serve
Individuals with distinct financial goals and dreams, and their families.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1,046 | $42M |
| High Net Worth Individuals | 218 | $136M |
| Charitable Organizations | 27 | $38M |
1,264 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
21 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $1 to $99,999 | 2.50% |
| $100,000 to $249,999 | 1.98% |
| $250,000 to $749,999 | 1.50% |
| $750,000 to $999,999 | 1.25% |
| $1,000,000 and over | 1.00% |
Data as of April 6, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. FMSA 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.