About FISHER FINANCIAL, P.A.
FISHER FINANCIAL, P.A. is a leading financial advisory firm, providing expert advice and guidance to clients seeking to reach their financial goals. With a team of highly trained and experienced advisors, FISHER FINANCIAL, P.A. is dedicated to helping individuals and organizations make sound financial decisions.
How does the advisor help clients – Key Takeaways:
- Offers personalized financial plans that cater to individual needs and goals.
- Provides comprehensive financial analysis and recommendations.
- Offers ongoing support and guidance to ensure clients stay on track towards their financial goals.
- Works closely with clients to understand their risk tolerance and investment preferences.
Facts and Insights
Founded in 1995, FISHER FINANCIAL, P.A. has over 25 years of experience in the financial industry. The firm currently manages over $500 million in assets under management and has a team of 10 dedicated advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 25 years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
- Individuals
- High-net-worth individuals
- Businesses
- Non-profit organizations
Fees & Compensation
FISHER FINANCIAL, P.A. charges a fee based on a percentage of assets under management, typically ranging from 1-2%. The firm also offers hourly and project-based financial planning services.
Background
The advisors at FISHER FINANCIAL, P.A. have a wealth of knowledge and experience in the financial industry. Many of the advisors hold advanced degrees and certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).
Financial Advisor Disclosures to Know
FISHER FINANCIAL, P.A. is a registered investment advisor and therefore is held to fiduciary standards, meaning they are legally obligated to act in the best interest of their clients. The firm has no disclosures or disciplinary actions on record.