Fisher Financial Strategies is a registered investment advisor founded by Thomas A. Fisher that provides personalized financial planning and investment advice on an hourly, project, or as-needed basis. Operating on a fee-only structure without commissions, the firm does not manage client assets directly or hold client funds, leaving investment implementation and custody to third-party providers. Services cover a broad spectrum of personal finance needs, including retirement planning, tax strategies, estate planning, cash flow management, debt management, college funding, and risk management. The firm also assists with asset allocation and investment selection, typically recommending low-cost index funds and exchange-traded funds. Fisher Financial Strategies serves individuals, families, trusts, and small business owners, emphasizing long-term, fundamental financial planning without imposing any minimum asset or net worth requirements.
Fee Structure
- Comprehensive financial plan and consulting projects — Typically ranges from $3,200 to $6,300 depending on the scope and complexity of the services required.
- Hourly consulting — Maximum rate of $420 per hour, billed in 15-minute increments with a one-hour minimum engagement.
