AdFi
FA

FSA ADVISORS, INC.

SEC Registered

Financial Planning You Can Trust

TROY, MIhttps://fsa1.com(800) 977-9292
Assets Under Management
$500M–$1B
Year Founded
1984
Employees
31
Office Locations
1 office
Total Accounts
4406

About the firm

Financial Services of America (FSA) is a full-service financial advisory firm headquartered in Troy, Michigan, with additional offices in Brighton, Chesterfield, Farmington Hills, and Okemos. The firm takes a full-service approach to clients' entire financial picture, designing strategies to help achieve a successful life plan. FSA offers financial planning, tax planning and preparation, insurance, and legacy planning services.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net WorthState/Municipal

Areas of expertise

Financial PlanningRetirement PlanningTax PlanningInsuranceLegacy PlanningEstate PlanningInvestment AdvisoryWealth ManagementIncome Planning

Services

Comprehensive financial planning, tax planning and preparation, insurance, legacy and estate planning, and investment advisory services, integrated through a discovery, design, and deploy planning process.

Who they serve

Individuals and families at various stages of their investment journey, including early investors looking to grow wealth, those nearing retirement seeking to protect assets, and retirees looking to protect their legacy.

Client segmentClientsAssets managed
Individuals (Non-HNW)4,368$513M
High Net Worth Individuals38$60M
Investment Companies0
Pooled Investment Vehicles0$0
Pension/Profit Sharing Plans0$0
Charitable Organizations0$0
State/Municipal Entities0
Insurance Companies0
Sovereign Wealth Funds0
Corporations0$0

55 total clients reported on Form ADV.

Leadership

Nicholas Andrew Shaheen
PRESIDENT & CHIEF COMPLIANCE OFFICER
Fsa Marketing Systems Inc
OWNER
Richard David James
OWNER

Office locations

1 office in 1 state
MI
TROYHQ

Advisors at this firm

32 advisors in the directory

Richard Vernon Aubuchon
Investment Adviser Representative
Dual-registered
Jeffery Jay Bleim
Investment Adviser Representative
Investment Adviser Rep
Sean Kenneth Beckerman
Investment Adviser Representative
Investment Adviser Rep
John Michael Cole
Investment Adviser Representative
Investment Adviser Rep
Albert Scott Carlson
Investment Adviser Representative
Dual-registered
Adam Christopher Grubius
Investment Adviser Representative
Investment Adviser Rep
David Andrew James
Investment Adviser Representative
Investment Adviser Rep
Katherine Ann Johnstone
Investment Adviser Representative
Investment Adviser Rep
Kourtnee Ann Jury
Investment Adviser Representative
Investment Adviser Rep
Mark Louis Kersten
Investment Adviser Representative
Investment Adviser Rep
Joseph Klimowicz
Investment Adviser Representative
Investment Adviser Rep
Brendan George Knight
Investment Adviser Representative
Investment Adviser Rep
Johnathon Andrew Lipka
Investment Adviser Representative
Investment Adviser Rep
Jeffrey David Medvedik
Investment Adviser Representative
Investment Adviser Rep
Jacob Manning McClellan
Investment Adviser Representative
Investment Adviser Rep
Bryan Thomas McLaughlin
Investment Adviser Representative
Investment Adviser Rep
William Joseph Medvedik
Investment Adviser Representative
Investment Adviser Rep
Jay C Pawlowski
Investment Adviser Representative
Dual-registered
Ryan Michael Paye
Investment Adviser Representative
Dual-registered
Evan Michael Pribble
Investment Adviser Representative
Dual-registered
John George Reynolds
Investment Adviser Representative
Dual-registered
Anthony Thomas Reckling
Investment Adviser Representative
Dual-registered
Henry L Robison
Investment Adviser Representative
Dual-registered
John Lawrence Sauger
Investment Adviser Representative
Dual-registered
Michael Vincent Spica
Investment Adviser Representative
Dual-registered
Nicholas Andrew Shaheen
Investment Adviser Representative
Dual-registered
Brian Washburn Swinney
Investment Adviser Representative
Investment Adviser Rep
Kylie Marie Thiessen
Investment Adviser Representative
Investment Adviser Rep
Richard Dean Trombley
Investment Adviser Representative
Dual-registered
Mark Anthony Virostick
Investment Adviser Representative
Investment Adviser Rep
Michael Leonard Wallace
Investment Adviser Representative
Dual-registered
Jacob Reeder
Investment Adviser Representative
Investment Adviser Rep

Regulatory & compliance

CRD number
#286251
SEC Number
801-120474
Disciplinary History
Yes
Fee Model & Minimums
Model: AUM / Hourly / Flat Fee / Other
Minimum: $5,000 (waivable)
Asset tierAnnual rate
$5,000 - $499,9991.50%
$500,000 - $999,9991.25%
$1,000,000+1.00%

Data as of March 8, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

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Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. FSA ADVISORS, 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.

FSA ADVISORS, INC. in TROY, MI | AdvisorFinder