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Max Isaacman

Fiscal Wisdom Wealth Management LLC
55 Years of Experience
San Francisco, CA
1 Disclosure
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Max Isaacman is a registered investment advisor at Fiscal Wisdom Wealth Management LLC, based in San Francisco, CA, with 55 years of industry experience. Max operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 2,828 clients with $390M in assets under management.

Fiscal Wisdom Wealth Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
2,828 clients
Average Client Portfolio
$136K average
Assets Under Management
$386.0M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are calculated as a percentage of assets under management up to a maximum of 2% per year. The minimum annual fee is $1,000, and fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

San Francisco, CA

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
April 1987
Award / Judgment
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Max is writing literature for publication. This activity is not investment-related and takes about 10-20% of his time.

Employment History
Current Registrations
Fiscal Wisdom Wealth Management LLC
July 2023 - Present · 3 yrs 3 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
March 2023 - June 2023 · 3 mos
Fidelity Brokerage Services LLCBroker
February 2023 - June 2023 · 4 mos
Portsmouth - Smartlife Financial Group, LLC
September 2020 - January 2023 · 2 yrs 4 mos
Portsmouth Financial Services, INC.
February 2017 - January 2023 · 5 yrs 11 mos
Portsmouth Financial ServicesBroker
February 2017 - January 2023 · 5 yrs 11 mos
Scottrade Investment Management
January 2017 - February 2017 · 1 mo
Scottrade, INC.Broker
January 2017 - February 2017 · 1 mo
Portsmouth Financial ServicesBroker
April 2016 - December 2016 · 8 mos
Portsmouth Financial Services
April 2016 - December 2016 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2016 - April 2016 · 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2016 - April 2016 · 3 mos
Portsmouth Financial ServicesBroker
November 2013 - December 2015 · 2 yrs 1 mo
Portsmouth Financial Services
November 2013 - December 2015 · 2 yrs 1 mo
East / West Securities CORP.Broker
February 2012 - November 2013 · 1 yr 9 mos
East/west Securities CO.Broker
October 1998 - March 2012 · 13 yrs 5 mos
Mcclurg Capital CorporationBroker
July 1997 - September 1998 · 1 yr 2 mos
Cruttenden Roth IncorporatedBroker
January 1997 - June 1997 · 5 mos
Rodman & Renshaw INC.Broker
January 1996 - January 1997 · 1 yr
Wedbush Morgan Securities INC.Broker
February 1994 - January 1996 · 1 yr 11 mos
Transamerica Financial Resources, INC.Broker
August 1993 - April 1994 · 8 mos
Bancal Investment Services, INC.Broker
June 1992 - January 1993 · 7 mos
Lehman Brothers INC.Broker
August 1990 - January 1991 · 5 mos
Thomas F. White & CO., IncorporatedBroker
May 1990 - August 1990 · 3 mos
Gna Securities, INC.Broker
May 1989 - March 1990 · 10 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1986 - August 1987 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1986 - December 1986 · 0 mos
Montgomery SecuritiesBroker
July 1986 - December 1986 · 5 mos
Underwood, Neuhaus & CO., IncorporatedBroker
September 1985 - July 1986 · 10 mos
Cowen & CO.Broker
August 1985 - September 1985 · 1 mo
Sunstrand Securities Corporation, INC.Broker
January 1985 - July 1985 · 6 mos
Cowen Securities INC.Broker
December 1981 - January 1985 · 3 yrs 1 mo
Cowen & CO.Broker
December 1980 - January 1985 · 4 yrs 1 mo
Lehman Brothers Kuhn Loeb IncorporatedBroker
February 1978 - November 1980 · 2 yrs 9 mos
Lehman Brothers IncorporatedBroker
May 1975 - February 1978 · 2 yrs 9 mos
Bache & CO IncorporatedBroker
September 1973 - June 1975 · 1 yr 9 mos
Merrill Lynch, Pierce, Fenner & Smith, INC.Broker
November 1966 - November 1973 · 7 yrs
State Registrations3 states
CAGAOK
Advisor

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Exams
No exam information available for this advisor.
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