Daniel Fisher
Fisher Financial Group · Northbrook, Illinois
Daniel Fisher is a fee-only financial advisor at Fisher Financial Group in Northbrook, Illinois. Daniel charges a percentage of assets and focuses on retirement planning and tax planning.
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Specialties
Who they serve
- Pre-retirees
- Retirees
Facts
| Firm | Fisher Financial Group |
|---|---|
| Based in | Northbrook, Illinois |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $41.1M across 206 accounts |
| SEC registration | Investment adviser representative in IL, TX · CRD 1580889 |
| Exams passed | Series 63 (1991) · Series 65 (1998) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.fisherfinancialgroupllc.com |
| Profile |
How Daniel's firm compares
- Fisher Financial Group's average account is about $199,000, from its Form ADV (assets managed divided by 206 accounts).
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Questions about Daniel
Is Daniel Fisher a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Fisher Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daniel charge for financial advice?
Daniel charges a percentage of assets.
Where is Daniel Fisher based?
Daniel Fisher is based in Northbrook, Illinois.
What does Daniel specialize in?
Daniel's specialties include retirement planning and tax planning. Daniel works with pre-retirees and retirees.
Is Daniel Fisher registered with the SEC?
Yes. Daniel Fisher is registered as an investment adviser representative in IL and TX (CRD 1580889), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Fisher Financial Group manage?
Fisher Financial Group reports $41.1M across 206 accounts in assets under management.
How do I contact Daniel Fisher?
Through Daniel's website, www.fisherfinancialgroupllc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Fisher Financial Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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