Adam Craig Fisher
Advisor at Oak Lane Advisors — Centerville, UT
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
19 years
Location
Centerville, UT 84014
Oak Lane Advisors
Team
Adam Fisher is a financial advisor with Oak Lane Advisors in Centerville, UT, holding a Series 66 designation and 19 years of industry experience. He previously worked at Arete Wealth Management, LLC for 11 years and has been with Wealth Navigation, LLC since 2006. Outside of his advisory role, Fisher is involved in multiple business ventures including ownership and partnership positions in various holding companies and an equipment rental business. Oak Lane Advisors is a team advisory firm managing approximately $367 million for around 764 clients, including individuals, trusts, estates, nonprofits, and business entities. The firm offers discretionary portfolio management, comprehensive financial planning, and access to separately managed accounts, with an investment approach focused on diversified, asset-allocation driven portfolios and alternative investment opportunities for accredited investors.
Based on Oak Lane Advisors
Based on Oak Lane Advisors
Fixed planning fees specified in contracts, with down payment up to 100%.
$0 - $500,000: 1.25% $500,000 - $1,000,000: 1.15% $1,000,000 - $2,000,000: 1.00% $2,000,000+: 0.90%
Certain advisory representatives earn commissions from sale of insurance products; commissions create conflicts of interest but are disclosed.
Financial planning approximately $250-$300 per hour.
Fee-only: Comprehensive financial planning fees based on scope and complexity, approximately $250-$300 per hour; fixed fees specified in financial planning contract with down payment up to 100% at contract start.
Centerville, UT
1222 W. Legacy Crossing Blvd, Suite 6
Centerville UT 84014
Advisors at this office
6
Texas · Utah
19 years of industry experience
Arete Wealth Management, LLC
2009 - 2020 • 11 years
Chicago, IL
Wealth Navigation, LLC
2006 - Present • 20 years
Centerville, UT
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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