Advisor at Artemis Wealth Advisors
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Firm
Artemis Wealth Advisors
Location
Flemington, NJ 08822
Credentials
Series 63, Series 65
Industry experience
19 years
Randolph Fisher is the managing member and chief compliance officer of Artemis Wealth Advisors with 19 years of industry experience. He previously worked at Regal Financial Group for 13 years and has been involved with Tucker Asset Management and Artemis Wealth Advisors since 2022. Outside of advisory services, Fisher conducts seasonal tax preparation from January to April. Artemis Wealth Advisors serves individual and high-net-worth clients by providing portfolio management, financial planning, and tax-related services. The firm employs multiple analytical methods in its investment process and integrates accounting and tax preparation services, a combination that is uncommon among independent solo advisors.
Financial Planning fixed fees ranging from $500 to $5,000 depending on complexity; Tax Preparation base fee $250 plus additional hourly charges.
$1 - $500,000: 2.00% $500,001 - $1,000,000: 1.70% $1,000,001 - $1,500,000: 1.50% $1,500,001 - $3,000,000: 1.25% $3,000,001 - $5,000,000: 1.00% $5,000,001+: 0.75%
Full Suite Financial Planning services including tax prep for $2,500 annually (retainer).
Fee-only: Financial Planning fixed fees between $500 and $5,000; Full Suite Planning $2,500 annually; Tax Preparation base fee $250 plus $50/30 minutes additional prep time.
361 Route 31, Bldg C, Suite 904
Flemington, NJ 08822
New Jersey · Pennsylvania
Tucker Asset Management LLC
2023 - Present (3 years)
Artemis Wealth Advisors LLC
2022 - Present (4 years)
Tucker Asset Management
2022 - 2022 (1 year)
Unemployed
2018 - 2022 (4 years)
Regal Financial Group
2005 - 2018 (13 years)
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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:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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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