# Patrick Fischer

> Patrick Fischer is a fee-only financial advisor at Coastwise Capital Group in La Jolla, California. Coastwise Capital Group reports charging a percentage of assets, hourly fees and performance-based fees on its Form ADV.

Page: https://find.wellspent.co/advisors/patrick-fischer/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Coastwise Capital Group
- **Based in:** La Jolla, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Performance-based fees
- **Assets under management (firm):** $212.2M across 467 accounts
- **CRD:** 7289140 (https://adviserinfo.sec.gov/individual/summary/7289140)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2020)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://www.coastwisegroup.com

## Frequently asked questions

### Is Patrick Fischer a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Patrick holds no broker registration, and Coastwise Capital Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Patrick charge for financial advice?

Patrick's firm, Coastwise Capital Group, reports charging a percentage of assets, hourly fees and performance-based fees on its SEC Form ADV.

### Where is Patrick Fischer based?

Patrick Fischer is based in La Jolla, California.

### Is Patrick Fischer registered with the SEC?

Yes. Patrick Fischer is registered as an investment adviser representative in CA (CRD 7289140), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Coastwise Capital Group manage?

Coastwise Capital Group reports $212.2M across 467 accounts in assets under management.

### How do I contact Patrick Fischer?

Through Patrick's website, www.coastwisegroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7289140): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.