Kristian Fisher
Kristian Fisher is a CFP-designated registered investment advisor at Kachkovsky & Fisher, INC., based in Phoenix, AZ, with 24 years of industry experience. Kristian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 413 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Location
3610 N. 44th St., Suite 220, Phoenix, AZ, 85018
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kristian is involved in estate planning through Kachkovsky & Fisher, Inc. He also works as an insurance agent and owns rental property through K & F Real Estate, LLC, dedicating a few hours per week to each.
Employment History
Current Registrations
Kachkovsky & Fisher, INC.
Previous Registrations
Raymond James Financial Services Advisors, INC
State Registrations5 states
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