Advisor at Fischer Wealth Advisors, LLC
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.
Location
Alexandria, VA
Credentials
Series 63, Series 65
Industry experience
31 years
Glenn Fischer is the sole advisor at Fischer Wealth Advisors, LLC, an independent registered investment adviser based in Alexandria, VA. He holds Series 63 and Series 65 licenses and has 30 years of industry experience. Prior to founding his firm in 2015, Fischer was involved in family office services and property management. He also manages an insurance agency, providing various insurance products including home, auto, and business coverage. Fischer Wealth Advisors serves individuals, high-net-worth clients, charitable organizations, corporations, and other advisers, offering discretionary portfolio management, financial planning, and access to third-party advisers. The firm employs a range of investment strategies including fundamental and technical analysis, quantitative models, and modern portfolio theory.
Based on Fischer Wealth Advisors, LLC
Based on Fischer Wealth Advisors, LLC
Fixed fee generally $800 for financial planning services
$0 - $100,000: 1.50% $100,001 - $1,000,000: 1.00% $1,000,001+: 0.90%
$150 per hour for financial planning services
Account minimum: $10,000
Alexandria, VA
Virginia
Fischer Wealth Advisors, LLC
2015 - Present (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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