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Renee Amochaev

Fiscal Wisdom Wealth Management LLC
27 Years of Experience
Santa Rosa, CA
1 Disclosure
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Renee Amochaev is a registered investment advisor at Fiscal Wisdom Wealth Management LLC, based in Santa Rosa, CA, with 27 years of industry experience. Renee 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
—
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Location

Santa Rosa, CA

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History

Regulatory History (1)
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Customer Dispute
July 2023
Settled
View Full SEC ReportHow 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.

Employment History
Current Registrations
Fiscal Wisdom Wealth Management LLC
September 2020 - Present · 6 yrs 1 mo
Previous Registrations
Portsmouth Financial Services, INC.
September 2013 - December 2022 · 9 yrs 3 mos
Portsmouth Financial ServicesBroker
September 2013 - December 2022 · 9 yrs 3 mos
Wells Fargo Advisors, LLC
July 2004 - September 2013 · 9 yrs 2 mos
Wells Fargo Advisors, LLCBroker
July 2004 - September 2013 · 9 yrs 2 mos
Citigroup Global Markets INC.
April 2000 - August 2004 · 4 yrs 4 mos
Citigroup Global Markets INC.Broker
March 2000 - August 2004 · 4 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 1999 - March 2000 · 7 mos
State Registrations6 states
AZCAHINMORUT
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.
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