Fischer Financial Services Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$587,579,283
Clients
609
Advisors
4
of 5 employees
About
Fischer Financial Services, Inc. provides fee-for-service investment management to a mix of individual and institutional clients, including corporations, non-profits, pension and 401(k) plans, physician and medical groups, and law offices. Services include discretionary portfolio management across account types (individual, joint, IRAs, trusts, endowments) and non-discretionary advisory support for pension plan trustees.
The firm describes a bottom-up, buy-and-hold investment approach with an emphasis on long holding periods (securities generally expected to be held more than three years) and relatively low turnover; equity allocations favor large-cap growth for larger accounts and no-load mutual funds for smaller accounts, while fixed income is used in moderate-to-conservative mandates. Portfolios are constructed from seven risk templates ranging from Worldwide Aggressive to Ultra Conservative, and the firm limits certain risks by avoiding margin, options, junk bonds, derivatives, and limited partnerships.
Noteworthy features include managing roughly $636 million of discretionary assets with a compact advisory team, so the firm operates with a high AUM-per-advisor profile and reports no non-discretionary AUM. Fischer also frames itself as operating under a “professional investment manager” model—providing time- and size-weighted quarterly performance reporting, maintaining historical performance records, and enforcing written policies for trade pre-approval, code of ethics, and compliance oversight—while also offering ERISA-related advisory services for retirement plans.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,250,000: 1.00% annually $1,250,001 - $3,000,000: 0.75% annually Over $3,000,000+: Negotiable
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.
Main office
4431 North Front Street, Suite 105
Harrisburg PA 17110
Advisors at this office
4
Most active in
Arizona · Florida · New Jersey · New York · North Carolina · Pennsylvania · Texas · Virginia
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.
Quick links
Advisors at this firm
William A
Series 65
Harrisburg, PA
Fischer Financial Services Inc
William Angino is a financial advisor at Fischer Financial Services Inc in Harrisburg, PA, holding a Series 65 designation with 25 years of industry experience. He has been with Fischer Financial Services since 1989. Fischer Financial Services provides discretionary investment management to individual and institutional clients, employing a bottom-up, buy-and-hold equity approach focused on large-cap growth at reasonable prices. The firm manages over $500 million with a small team while serving several hundred client relationships across various account types.
Thomas B
CFP®, Series 65
Harrisburg, PA
Fischer Financial Services Inc
Thomas Baldwin is a CFP® and Series 65-registered financial advisor with Fischer Financial Services Inc in Harrisburg, PA. He has 16 years of industry experience and has been with Fischer Financial Services since 2004. Fischer Financial Services provides discretionary investment management to individual and institutional clients across a variety of account types. The firm employs a bottom-up, buy-and-hold equity strategy focused on large-cap growth at reasonable prices, managing over $500 million with a small team while serving several hundred client relationships.
Frederick F
Series 63
Harrisburg, PA
Fischer Financial Services Inc
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.
Casey M
Series 65
Harrisburg, PA
Fischer Financial Services Inc
Casey Mc Millan is a financial advisor at Fischer Financial Services Inc with a Series 65 designation and one year of industry experience. Prior to joining the firm, Mc Millan worked for the Commonwealth of Pennsylvania and served in law enforcement with the Highspire Borough and Steelton Borough Police Departments for a combined ten years. Fischer Financial Services provides discretionary investment management to individual and institutional clients, including corporations, non-profits, banks, trusts, and retirement plans. The firm employs a bottom-up, buy-and-hold equity strategy focused on large-cap growth, complemented by mutual funds and fixed-income instruments, and manages over $500 million with a small team of three advisors.
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