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FSA ADVISORS, INC.

TROY, MI · CRD 286251 · IAPD ↗ · fsa1.com · (800) 977-9292

$573.4MRegulatory AUM
31Advisory reps
31Employees
55Clients
251-500Planning clients
0Private funds
12States
2Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2026 — FINANCIAL SERVICES OF AMERICA ADVISORS is now doing business as FSA ADVISORS, INC..
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
47
March 2026 — FINANCIAL SERVICES OF AMERICA ADVISORS notice-filed in AZ, CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
March 2026 — FINANCIAL SERVICES OF AMERICA ADVISORS added office(s): 2 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
March 2026 — FINANCIAL SERVICES OF AMERICA ADVISORS crossed $500M in regulatory AUM ($396.2M -> $573.4M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting
75
March 2026 — FINANCIAL SERVICES OF AMERICA ADVISORS grew from 24 to 31 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
53
August 2025 — FINANCIAL SERVICES OF AMERICA ADVISORS added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
53
July 2025 — FINANCIAL SERVICES OF AMERICA ADVISORS added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
45
February 2025 — FINANCIAL SERVICES OF AMERICA ADVISORS notice-filed in IN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
February 2025 — FINANCIAL SERVICES OF AMERICA ADVISORS reported RAUM up 36% ($292.1M -> $396.2M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
45
January 2025 — FINANCIAL SERVICES OF AMERICA ADVISORS notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
65
April 2024 — FINANCIAL SERVICES OF AMERICA ADVISORS reported RAUM up 36% ($214.4M -> $292.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.