Fischer Wealth Advisors, LLC

Overview

Fischer Wealth Advisors, LLC is an independent registered investment advisor organized as an LLC and owned as a domestic entity with individual ownership. The firm focuses on serving individual and family clients and functions as a capital allocator, sourcing and placing client capital with third‑party managers when appropriate. Its advisory services include financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Fee arrangements vary across clients and include percentage-of-AUM billing as well as hourly and fixed-fee engagements. Fischer Wealth Advisors notes an affiliation with an insurance company and does not self-identify as an active ESG investor or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices