GlennFischer- Financial Advisor Alexandria, VA

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About Glenn Fischer

We are a small boutique firm designed to solve problems. We make your life easier.

To schedule an appointment click here: calendly.com/glenn-25

See Disclosures

General Information

Firm Start Year

2015

No. of Employees

CRD#

1852876

Firm CRD#

281113

Insurance License#

VA 681424, DC 3040047, MD 99943539

Name of Custodial Firm

TD Ameritrade and Millenium

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided

Financial Planning for Businesses, Tax Advice and Services, Financial Planning for Individuals, Financial Advice & Consulting, Estate Planning & Trusts, Portfolio Management, Retirement Planning, 401K Rollovers, Money Management, Education Funding and Planning

Compliance

Registered Investment Advisor

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

Securities Licenses

Series 63

Insurance and Annuity Licenses

Long Term Care, Life, Health, Annuity, Accident, Casualty, Property, Disability

Firm Information

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

200000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$100,000.00

Compensation Methods

Based on Assets, Hourly, Commissions

Fee % Based on Assets

0.05%-1%

Additional Details on Charges

When possible I always give the client the option of a percentage of assets charge or the commission the product has built in to it.

Minimum Fee Charged for Managed Accounts

Education

BA - Biocehmistry

UC Berkeley
09/01/1987 -05/01/1992

MBA - Finance

University of Texas at Austin
09/01/1999 -05/01/2001

Disclosures

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1884796/paladinregistry-Fischer-Wealth-Advisors-(FWA)-detailed-disclosure.html

Paladin Advisors

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Paladin Research Report For:

Glenn Fischer

Fischer Wealth Advisors (FWA)