Firm
Fiscalwise
Media, Pennsylvania
Fee-only
Fiscalwise at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 10 individual clients.
- Its average account is about $1.2 million (assets it manages divided by its 10 accounts).
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Media, Pennsylvania |
|---|---|
| Website | fiscalwise.com |
| [email protected] | |
| Phone | (610) 891-7760 |
Fiscalwise fees
Fiscalwise doesn't publish its prices on its website, or we couldn't confirm them word for word. 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 | $12 million |
| Individual clients | 10 |
| Accounts managed | 10 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | February 28, 2025 |
| SEC record | CRD 121476 |