Heather Wolfsmith is a registered investment advisor at Fisher\smb, based in Vancouver, WA, with 5 years of industry experience. Heather operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 1,847 clients with $5.5B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
222 NE Park Plaza Drive, Suite 205, Vancouver, WA, 98684
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Heather is an investor, owner, and board member of Tipsypop, LLC, a popsicle manufacturer, since 2018. She dedicates minimal time to this business.
Employment History
Current Registrations
Fisher\smb
Previous Registrations
Fisher Investments
State Registrations1 state
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