Fiscalis Advisory, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Fiscalis Advisory provides fee-only financial planning, investment advisory, and tax-related services to individuals, families, trusts, estates, and retirement plans. The firm serves a limited client base (24 clients) with approximately $46.8 million in assets under advisement and maintains a stated account minimum of $800,000 for engagements.
The firm follows an evidence-based, globally diversified investment approach that emphasizes asset allocation, low-cost mutual funds and ETFs, and high-quality fixed income, and it offers engagements on Open Retainer, Project Retainer, or hourly bases. Fiscalis delivers investment advice exclusively on a non-discretionary basis (clients retain final decision authority) and, for Open Retainer clients, implements recommendations only with client consent while requiring custody/execution through a designated custodian.
Distinctive features include that, as of the reporting date, all managed assets are handled non-discretionarily—an uncommon arrangement among peers—and the firm’s principal holds professional credentials in both financial planning and tax (CFP®, Enrolled Agent, CSPG) and provides tax preparation services to clients (occasionally for separate fees). The firm also requires use of a specific custodian for certain engagements and receives software and related services from that custodian, a relationship the brochure identifies as a potential conflict the firm monitors in its best-execution and conflict-management practices.
Client services
Expertise
Occupation focus
Fee options
Open Retainer fixed annual fees typically range from $9,600 to $50,000; Project Retainer fixed fees typically range from $2,500 to $20,000
Up to $375 per hour
Account minimum: $800,000 (minimum account size requirement; may be waived based on circumstances) Fee-only: Fee-only investment advisor; does not accept commissions or outside compensation; compensated solely by advisory fees paid by clients
Main office
2415 T Avenue, Suite 203
Anacortes WA 98221, United States
Most active in
California · Texas · Washington
Also doing business as
Fiscalis Advisory, Inc. · The Fiscalis Group · The Fiscalis Group, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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