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FSA Wealth Management

EST. AUM
$459,346,139

CONTACTS
3

CLIENT ACCOUNTS
916

Firm Details

Metro area Boston
CRD Number 288525
Website allworthfinancial.com
Client types

Overview

FSA Wealth Management was acquired by Allworth Financial in December, 2025. FSA Wealth Management’s managing partners, Simon Heslop provides comprehensive financial planning and customized wealth management. FSA Wealth Management follows a fee-only fiduciary approach to providing independent and conflict free advice. As a Registered Investment Advisor offering fee-only services, FSA Wealth Management offers no commissioned products or services, and provides access to the broad universe of investments and custom solutions available.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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