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About Fisher Financial Strategies
Fisher Financial Strategies is a leading financial services firm with a team of experienced advisors who provide expert guidance to help clients achieve their financial goals. With a focus on building long-term relationships, Fisher Financial Strategies offers a range of financial services tailored to meet the unique needs of each individual client.
How the Advisor Helps Clients – Key Takeaways:
- Expert financial advice from a team of experienced advisors
- Personalized financial strategies to meet individual goals
- Long-term focus on building relationships with clients
Facts and Insights
One of the hallmarks of Fisher Financial Strategies is their commitment to transparency and providing clients with the most up-to-date information and insights. Here are some key numbers and facts about the firm:
Assets Under Management, Number of Advisors and Time in Business
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 10 |
| Time in Business: | Over 20 years |
Financial Services Offered
At Fisher Financial Strategies, clients can expect a comprehensive range of financial services designed to help them achieve their goals. Some of the services offered include:
- Investment planning
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types
Fisher Financial Strategies serves a diverse range of clients, including individuals, families, and small business owners. The firm takes pride in catering to the unique needs of each client and providing personalized financial solutions.
Fees and Compensation
Fisher Financial Strategies is a fee-only firm, which means they do not receive any commissions from the sale of financial products. This allows the firm to provide unbiased and objective advice to their clients. The fees for services are based on a percentage of assets under management or an hourly rate, depending on the type of service.
Background
The team at Fisher Financial Strategies is led by founder and CEO, John Fisher, CFP®. With over 20 years of experience in the financial industry, John has built a reputation for his expertise and personalized approach to financial planning. He is backed by a team of highly qualified advisors who are dedicated to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
It’s important for clients to be aware of any potential conflicts of interest that may arise in the course of their relationship with a financial advisor. At Fisher Financial Strategies, all disclosures are provided upfront to ensure transparency and trust with clients. Some key disclosures to be aware of include:
- Any potential conflicts of interest
- Any affiliations with financial product companies
- Any disciplinary actions or complaints
Article provided by Fisher Financial Strategies. For more information, please visit their website.