Maggie Fisher
ARX Private Wealth · Lancaster, Pennsylvania
Maggie Fisher is a fee-only financial advisor at ARX Private Wealth in Lancaster, Pennsylvania, who holds the CFP credential. Maggie focuses on retirement planning, tax planning and family wealth transfer. ARX Private Wealth reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Who they serve
- Founders
- Executives
- Multi-generational families
- High earners
- Ultra high net worth
Facts
| Firm | ARX Private Wealth |
|---|---|
| Based in | Lancaster, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $113.6M across 73 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 7494135 |
| Exams passed | Series 65 (2022) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | arxprivatewealth.com |
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Questions about Maggie
Is Maggie Fisher a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Maggie holds no broker registration, and ARX Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Maggie charge for financial advice?
Maggie's firm, ARX Private Wealth, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Maggie Fisher based?
Maggie Fisher is based in Lancaster, Pennsylvania.
What does Maggie specialize in?
Maggie's specialties include retirement planning, tax planning, family wealth transfer and founders (pre-exit). Maggie works with founders, executives, multi-generational families, high earners and ultra high net worth.
What credentials does Maggie Fisher hold?
Maggie Fisher holds the CFP credential.
Is Maggie Fisher registered with the SEC?
Yes. Maggie Fisher is registered as an investment adviser representative in PA (CRD 7494135), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does ARX Private Wealth manage?
ARX Private Wealth reports $113.6M across 73 accounts in assets under management.
How do I contact Maggie Fisher?
Through Maggie's website, arxprivatewealth.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
- ARX Private Wealth 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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