Desiree Fisher is a CFP-designated registered investment advisor at Wealth More Enterprise, INC., based in Philadelphia, PA, with 4 years of industry experience. Desiree operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 76 clients with $76K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth More offers investment management through a wrap fee program.
For the Invest+ Plan, Wealth More charges a monthly fee of $25 (or $300 annually).
For the Premium+ Plan, Wealth More charges a monthly fee of $125. A minimum investment balance of $30,000 is required to maintain the Premium Advice+ Plan.
Location
1900 Market Street, Philadelphia, PA, 19103
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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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Desiree is the owner of Coell's Legacy, where she provides specialized consulting to individuals and families regarding estate and elder care planning. She dedicates about 10-20% of her time to this activity, with minimal time spent during securities trading hours.
Employment History
Current Registrations
Wealth More Enterprise, INC.
Capital Area Planning Group
Previous Registrations
Wealth More Enterprise, INC.
Cic Wealth, LLC
Freeman Capital Advisors
Francis Financial
Origin Financial
Freeman Capital Advisors
State Registrations2 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.