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They include 917 individual clients, 607 high-net-worth individuals, and 27 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 25 February 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does FAS Wealth Partners offer?","answer":"FAS Wealth Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, publishing newsletters, educational seminars, business succession planning, divorce planning, education planning, estate planning, insurance, and tax planning.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does FAS Wealth Partners charge?","answer":"FAS Wealth Partners charges up to 1.50% a year for its General Asset Management. The fee is billed in arrears, is negotiable and has a $5,000 annual minimum.","source":"FAS FORM ADV PART 2A BROCHURE 20230331, filed 25 February 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does FAS Wealth Partners use?","answer":"FAS Wealth Partners’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $2.2B and Fidelity Brokerage Services LLC (Smithfield, RI), with $1.37B. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 February 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does FAS Wealth Partners have?","answer":"FAS Wealth Partners has 24 investment adviser representatives registered with state securities authorities, out of 33 employees, and 20 perform investment advisory functions. 7 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does FAS Wealth Partners invest in?","answer":"At the end of its last fiscal year, FAS Wealth Partners’ separately managed accounts held 39% exchange-traded equities, 38% registered funds (mutual funds, ETFs, BDCs), 7% cash and equivalents, 6% state and local bonds, 2% non-exchange-traded equities, 1% U.S. government and agency bonds, 1% sovereign bonds, 1% investment grade corporate bonds, 1% derivatives, 1% pooled vehicles (private funds and similar) and 1% other. The 1% other category is described as: CD'S.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns FAS Wealth Partners?","answer":"FAS Wealth Partners’ direct owners are James G. Dussold Revocable Trust Dated May 21, 1996, James G. Dussold Revocable Trust, John Thomas Meier Revocable Trust Dated November 11, 2015, John Thomas Meier Revocable Trust, Barnes Family Revocable Trust Dated August 16, 2013, Barnes Family Revocable Trust, Michelle Horton Living Trust Dated June 19, 2006, Michelle Horton Living Trust, Kevin Amey and Jordan O'Grady, each holding 25% or less.","source":"Form ADV Part 1A, Schedules A and B, filed 25 February 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does FAS Wealth Partners get paid?","answer":"FAS Wealth Partners is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. 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