FISCALIS ADVISORY, INC.

Overview

Fiscalis Advisory, Inc. is an independent registered investment adviser operating under individual ownership and focused on serving individuals and families, plus small-business clients. The firm’s advisory activity centers on financial planning and portfolio management for individuals and small businesses. Its fee model is flexible: it charges a percentage of assets under management and also offers hourly and fixed-fee engagements, permitting fee arrangements that match planning projects as well as ongoing portfolio oversight. Investment activity is concentrated in pooled public funds as the primary vehicle for client exposure, while the firm supplements those core allocations with third‑party real estate funds when clients need alternative exposure. Fiscalis Advisory, Inc. reports running client mandates on a non‑discretionary basis, and it does not position itself as a direct capital allocator or a specialist ESG investor.

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Location & Offices