Fisher Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Fisher Financial Group is a small registered investment adviser that serves individuals (including high‑net‑worth clients) as well as trusts, estates, retirement plans, and other entities. The firm offers modular financial planning, asset allocation and portfolio management, and assists clients in selecting third‑party money managers when appropriate.
The firm implements both discretionary and non‑discretionary asset allocation strategies, drawing on fundamental, technical and charting analysis and using both long‑ and short‑term purchases as needed, with periodic reallocation and at least annual account reviews. Investment recommendations are tailored to each client’s objectives, risk tolerance, time horizon and liquidity needs, and the firm monitors recommended managers to ensure continued alignment with client goals.
Distinctive aspects include the firm’s provision of tax‑return preparation services alongside investment advice and the fact that advisory personnel are licensed insurance agents who may offer commissionable insurance products—arrangements the firm discloses as potential conflicts of interest. The firm also discloses that it shares in fees when recommending third‑party money managers, does not combine client orders into block trades, and relies on an institutional custodian relationship that provides support services to the adviser.
Client services
Expertise
Fee options
Tax preparation fees ranging from $150 to $1,500 depending on complexity
$250,000 - $1,000,000: 1.50% annually $1,000,000 - $2,000,000: 1.00% annually $2,000,000+: 0.75% annually
$250 per hour for financial planning services
Account minimum: $250,000
Main office
707 Skokie Blvd., Suite 600
Northbrook IL 60062
Advisors at this office
1
Most active in
Illinois · Texas
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
Quick links
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