Firm
Fischer Investment Strategies
Westlake Village, California
Fee-only
Facts
| Based in | Westlake Village, California |
|---|---|
| Website | fischerinvestmentstrategies.com |
| [email protected] | |
| Phone | (805) 418-7686 |
Fischer Investment Strategies fees
Fischer Investment Strategies doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: hourly, flat fee, percentage of assets. 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 | $252 million |
| Individual clients | 331 |
| Financial planning | Offered |
| Form ADV filed | February 11, 2026 |
| SEC record | CRD 156883 |