Fiscalwise, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Fiscal Wise provides financial and investment advice to individuals, families, businesses, trusts and estates through ongoing comprehensive financial planning, portfolio analysis and limited-scope one‑time engagements. The firm acts as a fiduciary and organizes services around planning, implementation and ongoing management to align client goals, cash needs and tax sensitivity.
The advisory process emphasizes minimizing expenses and selecting managers and investments consistent with a client’s stated objectives and Investment Policy Statement, with periodic account reviews at least quarterly and as market or life events dictate. Fiscal Wise generally operates on a non‑discretionary basis — it does not execute trades without prior client approval — so clients retain final decision authority over transactions.
Compared with many small independent advisers, Fiscal Wise uses Altruist as its custodian to provide access to a broader set of investment vehicles (equities, fixed income, managed funds, insurance products and partnership interests) while disclosing it does not receive compensation from those providers. The firm also provides educational outreach and client communications — including a quarterly newsletter, net worth summaries and on‑request performance reports — reflecting a client‑involved, educational emphasis in its service model.
Client services
Expertise
Fee options
Flat fees quoted for limited scope financial planning engagements; specific amounts not stated.
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.80% $3,000,001+: 0.60%
Specific hourly rates not stated in brochure.
Main office
Media PA
Advisors at this office
1
Most active in
Pennsylvania
Also doing business as
Axis Financial Consulting, Inc. · Fiscalwise, 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 active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
Forms ADV
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