FORESEE WEALTH ADVISORS
SEC RegisteredHolistic wealth management solutions
About the firm
Foresee Wealth Advisors is a private investment advisory firm that provides personalized service to develop lifetime, multi-generational relationships. The firm offers holistic wealth management solutions with a comprehensive financial planning approach, operating as a registered investment advisor under FC Wealth, Inc. DBA Foresee Wealth Advisors.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Asset Management, Retirement Planning, Estate Planning, Insurance Planning, Tax Management, and Corporate Services.
Who they serve
High net-worth individuals, small businesses, and retirees.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 103 | $36M |
| High Net Worth Individuals | 55 | $105M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 1 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $500,000 | 1.25% |
| $500,001 - $1,000,000 | 1.00% |
| $1,000,001 - $3,000,000 | 0.75% |
| $3,000,001 and up | 0.50% |
Data as of February 25, 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. FORESEE WEALTH ADVISORS 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.