Fiscalwise, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$12,000,000
Clients
10
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
10
LowAverage account size
$1,200,000
About
Fiscal Wise provides financial and investment advice to individuals, families, businesses, trusts and estates through ongoing comprehensive financial planning, portfolio analysis and limited-scope one‑time engagements. The firm acts as a fiduciary and organizes services around planning, implementation and ongoing management to align client goals, cash needs and tax sensitivity.
The advisory process emphasizes minimizing expenses and selecting managers and investments consistent with a client’s stated objectives and Investment Policy Statement, with periodic account reviews at least quarterly and as market or life events dictate. Fiscal Wise generally operates on a non‑discretionary basis — it does not execute trades without prior client approval — so clients retain final decision authority over transactions.
Compared with many small independent advisers, Fiscal Wise uses Altruist as its custodian to provide access to a broader set of investment vehicles (equities, fixed income, managed funds, insurance products and partnership interests) while disclosing it does not receive compensation from those providers. The firm also provides educational outreach and client communications — including a quarterly newsletter, net worth summaries and on‑request performance reports — reflecting a client‑involved, educational emphasis in its service model.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
General retirement planning
Cash flow / budgeting
Fee options
Flat fees quoted for limited scope financial planning engagements; specific amounts not stated.
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.80% $3,000,001+: 0.60%
Specific hourly rates not stated in brochure.
Most active in
Fiscalwise, Inc. has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, 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.
-
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.
Forms ADV
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")