Fisher Financial Strategies
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
50
74% 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
50
HighAverage account size
$0
About
Fisher Financial Strategies provides fee-only financial planning and investment advisory services to individuals and families and will also work with ERISA pension/profit-sharing plans, trusts, estates, and business entities. Services are delivered on a fixed-fee or hourly, as-needed basis, and the firm does not take custody of or directly manage client assets.
The firm emphasizes fundamental, long-term financial planning and asset allocation, with a preference for low-cost, no-load mutual funds and index-based ETFs and a general buy-and-hold approach with annual rebalancing. Advice is typically delivered as a discrete written plan and presentation, with periodic or implementation assistance available at the client’s request; continuous discretionary portfolio management and ongoing performance reporting are not provided.
Noteworthy differences from many peers include offering group educational workshops for organizations and accepting pension/ERISA plan clients, both of which are relatively uncommon for solo independent advisers. The practice is fee-only and does not charge percentage-of-AUM fees, and the principal combines a background in scientific research with CFP certification and membership in fee-only professional networks to support an analytical, hourly-planning model.
Client services
Financial planning
Selection of other advisers
Educational seminars or workshops
Expertise
Early retirement planning
College savings (529s, UTMA, etc.)
Charitable giving & philanthropy
General retirement planning
Fee options
Financial planning engagements typically range from $3,200 to $6,300 depending on scope.
Maximum hourly rate of $420, billed in fifteen-minute increments, minimum engagement of one hour.
Fee-only: Fixed fees and hourly fees only; no commissions or other compensation received.
Main office location
Fisher Financial Strategies
Cambridge MA, United States
Number of offices
2
Most active in
Fisher Financial Strategies has reported serving >5 clients in these states in the last 12 months.
Massachusetts · Rhode Island · 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:
-
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
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