Glenn Fischer

Fischer Wealth Advisors (FWA)

6076 Franconia RD
B

Alexandria, VA 22310

703-674-9038

Building Wealth for the next generation

About Fischer Wealth Advisors (FWA)

We are a small boutique firm designed to solve problems. We make your life easier.

To schedule an appointment click here: calendly.com/glenn-25

General Information

Firm Start Year

2015

No.of Employees

2-4

CRD#

1852876

Firm CRD#

281113

Insurance License#

VA 681424, DC 3040047, MD 99943539

Name of Custodial Firm

TD Ameritrade and Millenium

Years of Experience in Financial Services

Number of Years with Current Firm

Work with the following types of clients

Businesses, Individual Investors, Non-Profit Organizations

Advisory Services Provided

Tax Advice and Services, Financial Planning for Businesses, Education Funding and Planning, Money Management, 401K Rollovers, Retirement Planning, Portfolio Management, Estate Planning & Trusts, Financial Advice & Consulting, Financial Planning for Individuals

Services

Investment Types

Exchange Traded Funds (ETFs), Bonds, Stocks, Annuities, Alternative Investments, Mortgages & Real Estate, 1031 exchanges, Non traded REITs, Mutual Funds, Insurance, Socially Responsible Investments (SRI)

Can meet clients in the following ways

Your Office, Via Email, Via Phone, Our Office, Your Home, Video Conference

Compliance

Registered Investment Advisor

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

Have a clean record

Criminal Disclosures in Last 5 years

Have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

MBA

Securities Licenses

Series 63

Insurance and Annuity Licenses

Disability, Property, Casualty, Accident, Annuity, Health, Life, Long Term Care

Firm Information

Firm's Number of Clients

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

Assets Managed by Advisor

200000

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$100,000.00

Compensation Methods

Hourly

Fee % Based on Assets

0.05%-1%

Additional Details on Charges

When possible I always give the client the option of a percentage of assets charge or the commission the product has built in to it.

Minimum Fee Charged for Managed Accounts

TBD

Education

BA - Biocehmistry

UC Berkeley
09/01/1987 - 05/01/1992

MBA - Finance

University of Texas at Austin
09/01/1999 - 05/01/2001

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