A complete list of active advisors currently associated with Fisher & Wiens Wealth Management, LLC
Warmer can help you find a great advisor at Fisher & Wiens Wealth Management, LLC or one who fits your needs even better.
Fisher & Wiens Wealth Management serves individuals, high net worth clients, trusts, estates, charitable organizations, and business entities with investment advisory, asset management, and financial planning services. The firm offers comprehensive portfolio management and also places client assets in LPL-sponsored programs, including Optimum Market Portfolios, Model Wealth Portfolios, and Personal Wealth Portfolios. The firm operates as a fiduciary and provides individualized, discretionary portfolio management that combines asset-allocation analysis with fundamental and technical methods. Portfolios may include individual stocks and bonds, mutual funds, ETFs, options, and structured products and are continuously monitored and rebalanced to align with client goals and risk tolerance. Fisher & Wiens’ Form ADV reports $250,341,000 in discretionary assets under management and about 300 clients, reflecting an unusually high AUM and client load per advisor relative to peers. The brochure notes the firm’s reliance on LPL Financial as custodian and platform partner, discloses affiliated commissionable broker-dealer activity, and directs readers to third-party resources such as the SEC’s adviserinfo site and the firm’s website for additional information.
To learn more about the advisors currently working at Fisher & Wiens Wealth Management, LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Danville, CA
| 20
|
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