Jessica Martin is a registered investment advisor at Fiscal Wisdom Wealth Management LLC, based in Canton, CT, with 1 years of industry experience. Jessica 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
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
Location
61 Maple Avenue, Canton, CT, 06019
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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.
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Jessica works as an associate to an advisor at Chadwick Financial Advisors, a state-registered RIA, assisting with operations. This investment-related activity takes about 10-20% of Jessica's time.
Employment History
Current Registrations
Fiscal Wisdom Wealth Management LLC
State Registrations1 state
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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