JL
JL

Johnathon Lipka

1 Year of Experience
Troy, MI
3 Disclosures

Johnathon Lipka is a registered investment advisor at Fsa Advisors, INC., based in Troy, MI, with 1 years of industry experience. Johnathon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 4,406 clients with $570M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
29 advisors
Number of Clients
4,406 clients
Average Client Portfolio
$130K average
Assets Under Management
$573.4M

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.25%
$1M+1.00%

Fees are generally negotiable. When third-party managers are used, FSA Advisors may charge its standard fee on top of the third-party fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

50 W Big Beaver Rd Suite 500, Troy, MI, 48084

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History

Regulatory History (3)
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Financial
October 2025
Final
Financial
July 2025
Final
Financial
June 2025
Final
Employment History
Current Registrations
Fsa Advisors, INC.
March 2026 - Present · 7 mos
Previous Registrations
Ae Wealth Management, LLC
October 2024 - August 2025 · 10 mos
State Registrations1 state
MI
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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