Desiree Fisher
WealthMore · Philadelphia, Pennsylvania
Desiree Fisher is a fee-only financial advisor at WealthMore in Philadelphia, Pennsylvania, who holds the CFP credential. Desiree charges an ongoing planning fee (ongoing planning from $499 a year).
Request an introduction to Desiree →
Facts
| Firm | WealthMore |
|---|---|
| Based in | Philadelphia, Pennsylvania |
| Fee model | Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $499 a year |
| Accepting new clients | Not currently |
| Assets under management | $100K across 89 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 7419958 |
| Exams passed | Series 65 (2021) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.joinwealthmore.com |
How Desiree's firm compares
- Ongoing planning starts at $499 a year, below the Pennsylvania median of $3,600 for fee-only firms that publish prices.
Request an introduction to Desiree
Tell Desiree a little about what you're looking for. Desiree isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Desiree
Is Desiree Fisher a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Desiree holds no broker registration, and WealthMore reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Desiree charge for financial advice?
Desiree charges an ongoing planning fee.
How much does Desiree charge?
According to WealthMore's website, checked October 30, 2026: ongoing planning from $499 a year.
Where is Desiree Fisher based?
Desiree Fisher is based in Philadelphia, Pennsylvania.
What credentials does Desiree Fisher hold?
Desiree Fisher holds the CFP credential.
Is Desiree Fisher registered with the SEC?
Yes. Desiree Fisher is registered as an investment adviser representative in NY (CRD 7419958), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does WealthMore manage?
WealthMore reports $100K across 89 accounts in assets under management.
How do I contact Desiree Fisher?
Through Desiree's website, www.joinwealthmore.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
- WealthMore 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.
See something wrong? Request a correction. Read our methodology.