Fisher Financial Group, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$41,066,450
Clients
116
7% high-net worth
Advisors
1
of 2 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
116
Very HighAverage account size
$354,021
About
Fisher Financial Group is a small registered investment adviser that serves individuals (including high‑net‑worth clients) as well as trusts, estates, retirement plans, and other entities. The firm offers modular financial planning, asset allocation and portfolio management, and assists clients in selecting third‑party money managers when appropriate.
The firm implements both discretionary and non‑discretionary asset allocation strategies, drawing on fundamental, technical and charting analysis and using both long‑ and short‑term purchases as needed, with periodic reallocation and at least annual account reviews. Investment recommendations are tailored to each client’s objectives, risk tolerance, time horizon and liquidity needs, and the firm monitors recommended managers to ensure continued alignment with client goals.
Distinctive aspects include the firm’s provision of tax‑return preparation services alongside investment advice and the fact that advisory personnel are licensed insurance agents who may offer commissionable insurance products—arrangements the firm discloses as potential conflicts of interest. The firm also discloses that it shares in fees when recommending third‑party money managers, does not combine client orders into block trades, and relies on an institutional custodian relationship that provides support services to the adviser.
Client services
Financial planning
Portfolio management
Selection of other advisers
Asset allocation services
Expertise
General retirement planning
General estate planning guidance
Life insurance needs analysis
General tax planning
College savings (529s, UTMA, etc.)
Fee options
Tax preparation fees ranging from $150 to $1,500 depending on complexity
$250,000 - $1,000,000: 1.50% annually $1,000,000 - $2,000,000: 1.00% annually $2,000,000+: 0.75% annually
$250 per hour for financial planning services
Account minimum: $250,000
Main office location
Fisher Financial Group, LLC
707 Skokie Blvd.,, Suite 600
Northbrook IL 60062, United States
Number of offices
2
Most active in
Fisher Financial Group, LLC has reported serving >5 clients in these states in the last 12 months.
Illinois · Texas
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 not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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