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Maggie Fisher

Advisor at Arx Private Wealth

Updated today
Arx Private Wealth logo

Firm

Arx Private Wealth

Location

Lancaster, PA 17601

Credentials

CFP®, Series 65

Industry experience

4 years

About

Maggie Fisher is a CFP® and Series 65 credentialed advisor with four years of industry experience. She currently works at Arx Private Wealth, where she has been since 2026. Prior to this, she spent five years with RKL Wealth Management LLC and has held various roles outside finance, including positions at Sauder's Eggs and the PA Horticultural Society. Arx Private Wealth provides discretionary portfolio management, financial planning, and family office services to pooled and institutional clients, other advisers, and family offices. The firm focuses on asset allocation using third-party model portfolios and independent managers, combining long-term investment strategies with tactical short-term trades.

Client services

Based on Arx Private Wealth

Financial planning Portfolio management

Expertise

Based on Arx Private Wealth

Wealth management Charitable giving & philanthropy

Fee options

Percentage

$0 - $2,000,000: The greater of $10,000 or 1% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.65% >$10,000,000+: 0.5%

Project-based

Hourly rates may apply for financial planning updates or additional services as needed

Other

Minimum fee: Minimum annual advisory fee of $10,000

Location

1891 Santa Barbara Drive, Suite 206

Lancaster, PA 17601

Most active in

Pennsylvania

Work history

Arx Private Wealth

2026 - Present (1 year)

RKL Wealth Management LLC

2021 - 2026 (5 years)

Sauder's Eggs

2020 - 2020 (1 year)

Sauder's Eggs

2019 - 2019 (1 year)

Lancaster Brian and Spine

2018 - 2018 (1 year)

PA Horticultural Society

2018 - 2018 (1 year)

American Eagle Outfitters

2016 - 2017 (1 year)

Full Time Student

2011 - 2021 (10 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Jeremy S

Series 63, Series 65

Lancaster, PA

Stahl Wealth Management, LLC

Options & derivatives strategies

Ryan K

CFP®

Lititz, PA

Aries Financial Navigators, Inc.

Hi, I’m Ryan Kelly, founder & CEO of Aries Financial Navigators. I am a fee-only financial planner, investment manager, & tax professional based in Lititz, PA. After earning a Bachelor of Science degree in Economics from the Pennsylvania State University, I went on to become a CERTIFIED FINANCIAL PLANNER™ professional, the received the Chartered Retirement Planning Counselor™ designation from the College for Financial Planning, & the Accredited Investment Fiduciary® mark from the Center for Fiduciary Studies. I began my career in financial services in 2007, becoming a Registered Representative before transitioning to an independent multi-family office RIA in the Philadelphia area, where I focused on portfolio management & comprehensive financial planning for high-net-worth individuals & families. After specializing in planning areas including Social Security, Medicare, & in-depth tax planning & preparation, I moved back to my hometown of Lititz, PA to work with a local fee-only RIA focusing on retirees. In 2019, I started Aries Financial Navigators to bring my vision of the ideal client experience and service model to life. Serving as a consultant to my former colleagues, I am part of a collaborative team with decades of experience while maintaining flexibility & independence. Our mission is to partner with clients & deliver incredible value by providing the highest quality services & meaningful results.

General retirement planning Engineering Professional Baby Boomers (Born 1946-1964)
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Steven M

Series 63, Series 65

Lancaster, PA

Cool Creek Financial

Wealth management College savings (529s, UTMA, etc.)
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Jeffrey G

Series 66

Lancaster, PA

Carriage Hill Investment Associates LLC

Tax-loss harvesting Cash flow / budgeting
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Jeremy W

CFP®, Series 66

Lancaster, PA

FIDENT Financial, LLC

General retirement planning Income planning College savings (529s, UTMA, etc.) Cash flow / budgeting Business ownership considerations
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Ben S

Series 65

Lancaster, PA

Strubel Investment Management, LLC

Active portfolio management Real estate investing
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