Advisor at Independent Wealth Management, 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.
Firm
Independent Wealth Management, LLC
Location
Traverse City, MI 49684
Credentials
CFP®, Series 63
Industry experience
16 years
Stephen Fisher is a CFP® with 15 years of industry experience, currently serving as an advisor at Independent Wealth Management, LLC in Traverse City, MI. He has been with the firm since 1998. Outside of his advisory role, he is treasurer of F-11, Inc., a small printing company, and secretary of the William A. Fisher, II Family Foundation, a private nonprofit organization. Independent Wealth Management, LLC provides investment advisory and financial planning services to individuals, retirement plan sponsors, trusts, estates, and other entities. The firm offers a range of portfolio management and retirement plan consulting services, utilizing both fundamental and technical analysis and employing discretionary and non-discretionary management strategies.
Based on Independent Wealth Management, LLC
Based on Independent Wealth Management, LLC
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.60% $2,000,001 - $3,000,000: 0.50% $3,000,001+: 0.40%
$40 - $70 per hour for administrative professionals; $70 - $100 per hour for financial planner; $100 - $175 per hour for certified financial planner; $175 - $225 per hour for partner and certified financial planner; plus administrative fees of $40 to $70 per hour
Minimum fee: $1,250 per quarter ($5,000 per year) minimum annual fee for Wealth Management Premier Program; $750 annual fee minimum for Wealth Management Essentials Program Fee-only: Hourly rates ranging from $40 to $225 per hour depending on professional level; plus administrative fees $40 to $70 per hour for financial planning and consultations
236 1/2 E. Front St
Traverse City, MI 49684
Florida · Michigan
Independent Wealth Management, LLC
1998 - Present (28 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
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.
ChFC®, Series 63
Traverse City, MI
ARK Advisors, LLC
Series 65
Traverse City, MI
Laurentine Investments LLC
Series 63, Series 66
Traverse City, MI
Isadore Private Wealth, LLC
CFP®, Series 63
Traverse City, MI
46 and 2 Investment Advisors, LLC
Series 63, Series 65
Williamsburg, MI
I Am, Inc.
CFP®, CFA®
Traverse City, MI
Falconer Group
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")