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Advisor

Jessica Ash

Fischer Investment Strategies · Westlake Village, California

Jessica Ash is a fee-only financial advisor at Fischer Investment Strategies in Westlake Village, California. Jessica charges hourly fees, a flat fee or retainer and a percentage of assets and focuses on equity compensation, retirement planning and founders (pre-exit).

HourlyFlat fee or retainerPercentage of assets Fee-only

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Specialties

Who they serve

  • Founders
  • Executives
  • Tech employees
  • Pre-retirees
  • Retirees
  • Multi-generational families

Facts

FirmFischer Investment Strategies
Based in Westlake Village, California
Fee modelHourly · Flat fee or retainer · Percentage of assets
Assets under management$251.9M across 1,125 accounts
SEC registration Investment adviser representative in CA · CRD 7707898
Exams passedSeries 65 (2023)
Firm size5 employees
Disclosures None reported
Websitewww.fischerinvestmentstrategies.com

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Tell Jessica a little about what you're looking for. Jessica 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 Jessica

Is Jessica Ash a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jessica holds no broker registration, and Fischer Investment Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Jessica charge for financial advice?

Jessica charges hourly fees, a flat fee or retainer and a percentage of assets.

Where is Jessica Ash based?

Jessica Ash is based in Westlake Village, California.

What does Jessica specialize in?

Jessica's specialties include equity compensation, retirement planning and founders (pre-exit). Jessica works with founders, executives, tech employees, pre-retirees and retirees.

Is Jessica Ash registered with the SEC?

Yes. Jessica Ash is registered as an investment adviser representative in CA (CRD 7707898), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Fischer Investment Strategies manage?

Fischer Investment Strategies reports $251.9M across 1,125 accounts in assets under management.

How do I contact Jessica Ash?

Through Jessica's website, www.fischerinvestmentstrategies.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

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