FC Wealth Solutions is an independent, fee-only Registered Investment Advisor. We provide services in investment management, financial planning and insurance and estate planning. While this may seem traditional from the outside, we do not believe it is traditional from the inside. We consider ourselves Modern Age Advisors because we are at the forefront of an evolving industry. Technology and new regulations are beginning to bring greater transparency to clients while also demanding more cost-effective solutions. Not everyone in our industry are adapting to these changes. Most firms continue in the traditional way of doing business, littered with expensive, commoditized services, hidden fees and conflicts of interest. Having once worked at these traditional firms, we realized they were built to serve themselves, while client’s best interests came second. We founded FC Wealth Solutions as our answer to combat the traditional industry norms. At FC Wealth Solutions, we pride ourselves on our fiduciary and independent status because we believe it is the only way to put our client’s interests first. We stress our core values of total transparency while providing cost-effective solutions, and we believe our internally managed, proprietary investment strategies make us unique compared to our competitors.
View Top Employees from FC Wealth SolutionsWebsite | http://fcwealthsolutions.com |
Revenue | $218000 |
Employees | 2 (2 on RocketReach) |
Founded | 2017 |
Address | 440 Polaris Parkway Suite 110, Westerville, Ohio 43082, US |
Phone | (614) 212-1015 |
Technologies |
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Industry | Financial Services, Finance, Brokerage, Investment Banking |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies, NAICS Code 52393 Companies |
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The FC Wealth Solutions annual revenue was $218000 in 2024.
Craig Cavicchia is the Co-Founder of FC Wealth Solutions.
2 people are employed at FC Wealth Solutions.
FC Wealth Solutions is based in Westerville, Ohio.
The NAICS codes for FC Wealth Solutions are [523, 5239, 52, 52393].
The SIC codes for FC Wealth Solutions are [628, 62].