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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

30

Number of Years with Current Firm

5

I work with the following types of clients

Individual Investors, Businesses, Non-Profit Organizations

Advisory Services Provided

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

Services

Investment Types

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

I can meet clients in the following ways

At your home, At your office, Via Phone, Via Email, Video Conference, At my office

Compliance

Registered Investment Advisor

Yes

Investment Advisor Representative

Yes

I am an acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations

MBA

Securities Licenses

Series 63

Insurance and Annuity Licenses

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

Firm Information

Firm's Number of Clients

47

Firm's Number of Planning Clients

47

Firm's Number of Managed Clients

47

Advisor's Number of Clients

47

Advisor's Number of Managed Clients

47

Advisor's Number of Planning Clients

27

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