A complete list of active advisors currently associated with Fisher Financial Strategies

Warmer can help you find a great advisor at Fisher Financial Strategies or one who fits your needs even better.

Fisher Financial Strategies provides fee-only financial planning and investment advisory services to individuals and families and will also work with ERISA pension/profit-sharing plans, trusts, estates, and business entities. Services are delivered on a fixed-fee or hourly, as-needed basis, and the firm does not take custody of or directly manage client assets. The firm emphasizes fundamental, long-term financial planning and asset allocation, with a preference for low-cost, no-load mutual funds and index-based ETFs and a general buy-and-hold approach with annual rebalancing. Advice is typically delivered as a discrete written plan and presentation, with periodic or implementation assistance available at the client’s request; continuous discretionary portfolio management and ongoing performance reporting are not provided. Noteworthy differences from many peers include offering group educational workshops for organizations and accepting pension/ERISA plan clients, both of which are relatively uncommon for solo independent advisers. The practice is fee-only and does not charge percentage-of-AUM fees, and the principal combines a background in scientific research with CFP certification and membership in fee-only professional networks to support an analytical, hourly-planning model.

To learn more about the advisors currently working at Fisher Financial Strategies, 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.