GF
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Glenn Fischer

31 Years of Experience
Alexandria, VA
2 DisclosuresSells Insurance

Glenn Fischer is a registered investment advisor at Fischer Wealth Advisors, LLC, based in Alexandria, VA, with 31 years of industry experience. Glenn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 56 clients with $28M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
56 clients
Average Client Portfolio
$508K average
Assets Under Management
$28.5M

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.50%
$100K - $1.0M1.00%
$1M+0.90%

Fees are negotiable. There is a $10,000 minimum account size, which may be waived.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Alexandria, VA

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History

Regulatory History (2)
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Regulatory
October 2021
Final
Employment Separation After Allegations
July 2015
Other Business ActivitiesSells Insurance

Glenn is a manager/producer at Glenn Fischer Agency, an insurance agency providing various insurance products, dedicating about a quarter of his time. He also spends about 10-20% of his time on Fischer Family Office Services, LLC, managing property and collecting rent.

Employment History
Current Registrations
Fischer Wealth Advisors, LLC
September 2015 - Present · 10 yrs 8 mos
Previous Registrations
Wells Fargo Advisors, LLCBroker
May 2013 - August 2015 · 2 yrs 3 mos
Wells Fargo Advisors, LLC
May 2013 - August 2015 · 2 yrs 3 mos
Morgan StanleyBroker
June 2009 - June 2013 · 4 yrs
Morgan Stanley
June 2009 - June 2013 · 4 yrs
Citigroup Global Markets INC.
April 2005 - June 2009 · 4 yrs 2 mos
Citigroup Global Markets INC.Broker
April 2005 - June 2009 · 4 yrs 2 mos
Pro-Group International, INC. (pgi)
November 2002 - January 2004 · 1 yr 2 mos
Interfirst Capital CorporationBroker
January 1989 - January 1998 · 9 yrs
State Registrations1 state
VA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.