Fischer Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Fischer Wealth Advisors, LLC is an independent, single‑advisor registered investment adviser that serves individuals, high‑net‑worth individuals, charitable organizations, corporations and other advisers. The firm provides discretionary portfolio management, model portfolios, investment policy statements, selection/referral to third‑party advisers, and financial planning engagements billed on a fixed or hourly basis.
The adviser typically documents each client’s goals, time horizon and risk tolerance in an Investment Policy Statement and seeks discretionary authority to implement asset allocation and security selection aligned with that IPS. The firm’s stated methods include charting, fundamental and technical analysis, quantitative models and modern portfolio theory, and it employs long‑ and short‑term trading as well as options strategies alongside allocations to equities, fixed income, ETFs, annuities and alternative investments.
Noteworthy disclosures in the brochure include the principal’s licensed insurance activity: the firm states the principal acts as an independent insurance agent and that about 25% of annual compensation is derived from those commissionable insurance sales, a potential conflict of interest that is disclosed to clients. The brochure also highlights that the firm may receive its standard fee in addition to fees charged by selected third‑party advisers, participates in institutional custodian programs (Schwab and TD Ameritrade), and does not participate in wrap fee programs.
Client services
Expertise
Fee options
Fixed fee generally $800 for financial planning services
$0 - $100,000: 1.50% $100,001 - $1,000,000: 1.00% $1,000,001+: 0.90%
$150 per hour for financial planning services
Account minimum: $10,000
Main office
Alexandria VA
Advisors at this office
1
Most active in
Virginia
Also doing business as
Fischer Wealth Advisors · Fischer Wealth Advisors, LLC
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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Quick links
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