Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth
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
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Location

61 Maple Avenue, Canton, CT, 06019

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

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
October 2024 - Present · 1 yr 4 mos
State Registrations1 state
CT
Advisor
Exams
No exam information available for this advisor.