Fisher Financial Strategies
Cambridge, Massachusetts
Fisher Financial Strategies at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 50 individual clients, 37 of them high net worth.
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Cambridge, Massachusetts |
|---|---|
| Website | ffscambridge.com |
| [email protected] | |
| Phone | (617) 444-8555 |
Questions about Fisher Financial Strategies
How is Fisher Financial Strategies paid?
Fisher Financial Strategies's Form ADV says it is paid by: hourly, fixed fees.
How many advisors does Fisher Financial Strategies have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Fisher Financial Strategies.
What does Fisher Financial Strategies specialize in?
Fisher Financial Strategies's advisors and website list retirement planning, estate & legacy planning and tax planning.
Fisher Financial Strategies fees
Fisher Financial 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, 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 | Hourly · Fixed fees |
|---|---|
| Individual clients | 13 |
| High-net-worth clients | 37 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | February 16, 2026 |
| SEC record | CRD 138411 |