POTTS, HANNAH & FISCHER WEALTH MANAGEMENT GROUP, LLC

Overview

Potts, Hannah & Fischer Wealth Management Group, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on individuals and families and charges fees based on a percentage of assets under management. Its documented advisory activity centers on portfolio management for individual clients and small businesses, and its firm activities include accounting services. The firm does not identify as an active ESG investor, is not registered as a multi-state adviser, and is not positioned as a capital allocator or pension consultant. Its operations are oriented toward direct client portfolio management rather than managing separate advisory affiliates.

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