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Frederick Dale Fischer

Advisor at Fischer Financial Services Inc — Harrisburg, PA

Updated today

Credentials

Series 63

Experience

35 years

Location

Harrisburg, PA 17110

Fischer Financial Services Inc logo

Fischer Financial Services Inc

Team

Total advisors

4

Clients per advisor

152 Very High

Avg AUM per client

$964,826 Typical

HNW client ratio

25% Low

About

Frederick Fischer is a financial advisor at Fischer Financial Services Inc with 34 years of industry experience. He has been with Fischer Financial Services since 1988 and holds a Series 63 designation. Fischer Financial Services provides discretionary investment management to individual and institutional clients, employing a bottom-up, buy-and-hold equity strategy focused on large-cap growth at reasonable prices. The firm manages over $500 million with a small team and serves a diverse client base including corporations, non-profits, and retirement plans.

Client services

Based on Fischer Financial Services Inc

Portfolio management

Expertise

Based on Fischer Financial Services Inc

Active portfolio management Wealth management

Occupation focus

Based on Fischer Financial Services Inc

Doctor or Medical Professional Attorney Founder/Business Owner

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Fee options

Percentage

$0 - $1,250,000: 1.00% annually $1,250,001 - $3,000,000: 0.75% annually Over $3,000,000+: Negotiable

Other

Account minimum: $250,000 (may be waived under special circumstances) for private clients; $5,000,000 (may be waived under special circumstances) for institutional clients; no minimum for non-discretionary ERISA 3(21) services Fee-only: Fees are based solely on assets under management; no commissions or performance fees are charged.

Location

Harrisburg, PA

4431 North Front Street, Suite 105

Harrisburg PA 17110

Advisors at this office

4

Most active in

Pennsylvania · Texas

Work history

35 years of industry experience

Fischer Financial Services, Inc.

1988 - Present • 38 years

Harrisburg, PA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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John R

Series 63, Series 65

Harrisburg, PA

Richards Financial

John Richards is the founder of Richards Financial, an independent investment advisory firm based in Harrisburg, PA. He holds Series 63 and Series 65 licenses and has 19 years of industry experience, including 14 years leading his own firm. Richards Financial serves individual investors, trusts, estates, businesses, pension and profit-sharing plans, and charitable foundations. The firm offers portfolio management and personalized financial advice using a combination of fundamental value analysis, trend-following, fixed-income strategies, and option-based approaches, primarily managing accounts on a non-discretionary basis with client trade approval.

Concentrated stock management Options & derivatives strategies
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Jeffrey Y

Lemoyne, PA

Yoffe Investment Management, LLC

Jeffrey Yoffe is the principal of Yoffe Investment Management, LLC, an independent firm based in Lemoyne, PA. He holds legal credentials and has 11 years of experience in investment management, alongside over three decades as an attorney operating his own law firm, Yoffe & Yoffe, P.C. His legal practice is a notable aspect of his professional background. Yoffe Investment Management, LLC provides investment management and financial planning services to individuals, trusts, estates, and charitable organizations. The firm employs a long-term investment approach based on Modern Portfolio Theory and offers integrated tax and financial planning, estate planning, and family philanthropy services.

Wealth management Charitable giving & philanthropy
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Jeffrey S

CFP®, Series 63, Series 65

Camp Hill, PA

Mercantile Advisors, LLC

Jeffrey Stouffer is a CFP® professional with 16 years of industry experience and has been the sole advisor at Mercantile Advisors, LLC since 2013. He holds Series 63 and Series 65 licenses. Mercantile Advisors, LLC provides personalized financial planning and investment management to individuals, other advisors, and small businesses, operating a registered commodity trading advisory program as well. The firm offers customized portfolios that include traditional securities and a broad range of alternative and complex instruments, supporting both discretionary advisory accounts and a client-centric hedging program under its NFA/CFTC Commodity Trading Advisor registration.

Private / alternative investments Options & derivatives strategies Real estate investing Wealth management Founder/Business Owner
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Andrew H

Series 65

Mechanicsburg, PA

Ando Arashi

Andrew Haley is a financial advisor at Ando Arashi with two years of industry experience. He holds a Series 65 designation and served in the US Navy for 20 years before joining Ando Arashi. Ando Arashi provides financial planning and advisory services to individual and high-net-worth clients through consultations, project-based plans, and ongoing subscriptions. The firm combines fundamental, technical, and cyclical analysis with Modern Portfolio Theory to emphasize diversified, long-term allocation, and offers tax preparation as an ancillary service.

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance General tax planning Retired Founder/Business Owner
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Ryan C

Series 63, Series 66

Enola, PA

Victus Wealth Management

Ryan Canfield is a financial advisor with Victus Wealth Management in Enola, PA, holding Series 63 and Series 66 licenses and 13 years of industry experience. His prior roles include positions at LPL Financial and Waddell & Reed, Inc. Canfield serves on the board of the West Shore Young Professionals, a nonprofit organization. Victus Wealth Management is an independent registered investment adviser primarily serving individual and high-net-worth clients. The firm provides ongoing asset management and financial planning, using a combination of fundamental and technical analysis, modern portfolio theory, and Monte Carlo analysis, and is known for offering public seminars at no cost.

General retirement planning Income planning
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Rebecca N

CFP®, ChFC®

Boiling Springs, PA

Healthy Wealth

Rebecca Noss is a CFP® and ChFC® credentialed advisor with over a decade of professional experience, currently serving as the owner of Healthy Wealth. Her career includes roles at Apforia, RWS, and SFL TAP, as well as nearly a decade of self-employment prior to founding her firm. Outside of financial advising, she operates a separate bookkeeping and accounts payable business that does not serve her investment clients. Healthy Wealth is an independent advisory firm that provides investment management and financial planning to individual and high-net-worth clients. The firm focuses on passive, asset-allocation-driven portfolios primarily using mutual funds and ETFs, and employs a fee-only billing model based on fixed recurring plans and hourly engagements rather than assets under management.

Business sale tax planning Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Retired
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