Renee Eva Amochaev

26 Years of Experience

1 Disclosure

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth

Fiscal Wisdom Wealth Management LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

10 advisors

Number of Clients

2,579 clients

Average Client Portfolio

$101K average

Assets Under Management

$259.8M

Fee Structure

Minimum Investment:None

Minimum Annual Fee:$1,000

Location

61 Maple Avenue, Canton, CT, 06019

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History

Regulatory History (1)

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Customer Dispute

July 2023

Settled

View Full SEC Report How to Read Disclosures

Other Business Activities

Renee owns rental properties through a family trust and Arcata Income Properties, LLC. She is also involved with the Bridge Rail Foundation and the YWCA Sonoma County as a board member and finance committee member, dedicating minimal time to these volunteer activities.