Theodore Fischer
Fischer Investment Strategies · Westlake Village, California
Theodore Fischer is a fee-only financial advisor at Fischer Investment Strategies in Westlake Village, California, who holds the CFP credential. Theodore charges hourly fees, a flat fee or retainer and a percentage of assets and focuses on equity compensation, retirement planning and founders (pre-exit).
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Specialties
Who they serve
- Founders
- Executives
- Tech employees
- Pre-retirees
- Retirees
- Multi-generational families
Facts
| Firm | Fischer Investment Strategies |
|---|---|
| Based in | Westlake Village, California |
| Fee model | Hourly · Flat fee or retainer · Percentage of assets |
| Assets under management | $251.9M across 1,125 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 2557085 |
| Exams passed | Series 63 (1994) |
| Firm size | 5 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.fischerinvestmentstrategies.com |
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Questions about Theodore
Is Theodore Fischer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Theodore 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 Theodore charge for financial advice?
Theodore charges hourly fees, a flat fee or retainer and a percentage of assets.
Where is Theodore Fischer based?
Theodore Fischer is based in Westlake Village, California.
What does Theodore specialize in?
Theodore's specialties include equity compensation, retirement planning and founders (pre-exit). Theodore works with founders, executives, tech employees, pre-retirees and retirees.
What credentials does Theodore Fischer hold?
Theodore Fischer holds the CFP credential.
Is Theodore Fischer registered with the SEC?
Yes. Theodore Fischer is registered as an investment adviser representative in CA and TX (CRD 2557085), 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 Fischer Investment Strategies manage?
Fischer Investment Strategies reports $251.9M across 1,125 accounts in assets under management.
How do I contact Theodore Fischer?
Through Theodore's website, www.fischerinvestmentstrategies.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
- Fischer Investment Strategies 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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