Charles Fisher Jr.
Advisor at Andersen
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Andersen
Location
Tampa, FL 33609
Credentials
CFP®, CFA®, PFS™, Series 65
Industry experience
23 years
About
Charles Fisher Jr. is a CFP®, CFA®, PFS™, and Series 65-registered advisor with 23 years of industry experience. He currently works at Andersen and was previously with Reilly, Fisher & Solomon Investment Advisors, Inc. and Reilly, Fisher & Solomon, P.A. for over two decades. Andersen provides full-service investment consulting and performance measurement to high-net-worth individuals, families, and related entities. The firm operates on a non-discretionary basis, emphasizing consolidated performance reporting and integrates investment advice with tax and financial planning.
Client services
Based on Andersen
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Expertise
Based on Andersen
General retirement planning
General tax planning
Wealth management
Private / alternative investments
Real estate investing
Fee options
$0 - $10 million: 1.00% annually $10 million - $20 million: 0.75% annually $20 million - $35 million: 0.50% annually $35 million - $50 million: 0.35% annually $50 million+: Negotiable
Hourly charges vary depending on nature of work and personnel; billed at Andersen's standard hourly rates (not specifically stated)
Fee-only: Annual fixed fees (negotiable) and hourly fees (varies by service and personnel)
Location
4950 W Kennedy Blvd, Suite 610
Tampa, FL 33609
Most active in
Charles F has reported serving >5 clients in these states in the last 12 months.
Florida
Work history
Andersen Tax LLC
2024 - Present (2 years)
Reilly, Fisher & Solomon Investment Advisors, Inc.
2002 - 2024 (22 years)
Reilly, Fisher & Solomon, P.A.
2002 - 2024 (22 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Chris S
CFP®
Lithia, FL
Southshore Financial Planning
Hi, I'm Chris - Founder and Financial Planner at Southshore Financial Planning. I enjoy partnering with individuals and families to guide them to and through retirement so they can live life to the fullest. This is accomplished by first taking a deep dive into where clients are now financially and where they want to be. Then ideas are weaved together in the areas of cash flow, investments, taxes, insurance, debt and estate planning into one financial roadmap. Professionally, I am a CFP® Practitioner and have two finance-related degrees from the University of North Florida. My entire 19 year career has been dedicated to serving individuals and families in the financial services industry. Before founding Southshore Financial Planning, I spent 11 years at one of the largest financial institutions in the country where I was directly responsible for a $700 million client practice. On a personal note, my wife Heather and I are parents to three wonderful boys. In our free time we enjoy spending time with family, traveling, fishing, and watching the Tampa Bay Lightning.
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