Firm
Fiscalis Advisory, Inc.
Mission Viejo, California
Fee-only
Fiscalis Advisory, Inc. at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 24 individual clients, 16 of them high net worth.
- Its average account is about $708,000 (assets it manages divided by its 66 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Mission Viejo, California |
|---|---|
| Website | fiscalisadvisory.com |
| [email protected] | |
| Phone | (949) 429-5995 |
Fiscalis Advisory, Inc. fees
Fiscalis Advisory, Inc. doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee, one-time plans or projects. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $47 million |
| Individual clients | 8 |
| High-net-worth clients | 16 |
| Accounts managed | 66 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 12, 2026 |
| SEC record | CRD 126934 |