A complete list of active advisors currently associated with Fiscalis Advisory, Inc.

Warmer can help you find a great advisor at Fiscalis Advisory, Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Fiscalis Advisory, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.