Joshua Fisher is a registered investment advisor at Plan a Wealth, LLC, based in Coshocton, OH, with 23 years of industry experience. Joshua is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 658 clients with $430M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee is 1.50%. Fees are billed quarterly in advance and are negotiable.
Fee Estimator
Location
419 S Whitewoman Street, Coshocton, OH, 43812
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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 Activities
Joshua co-owns an office building leased to Plan A Wealth Management, spending a few hours per week on this. He also dedicates full-time hours to Plan A Wealth Management, an RIA, and minimal time to Kingdom 411 Properties, LLC, which owns the office building. Finally, he acts as a Durable/Financial Power of Attorney for his aunt, spending no time on this unless needed.
Employment History
Current Registrations
Plan a Wealth, LLC
Private Client Services, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
The O.N. Equity Sales CompanyBroker
Hummel Wealth Management, LLC
The O.N. Equity Sales CompanyBroker
State Registrations6 states
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
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