wiseradvisor

Tom Fisher CFP
Legacy Financial Advisors

Tel: (508) 4829336ext203
2000 Westpark Drive
Suite 125
Waltham, MA 02451

About Legacy Financial Advisors

Tom Fisher is a registered representative of SII Investments, Inc. and was one of the original advisors of the Legacy Financial Advisors group when he joined the firm in 2000. He has been a personal financial services professional since 1986.

Tom has an MBA in Finance from Babson College and an undergraduate in finance from the University of Mass at Lowell. He has earned the prestigious certification of CERTIFIED FINANCIAL PLANNER professional and is a member of Ed Slott's Master Elite IRA Advisor Group.

In his practice Tom specializes in creating innovative tax and investment solutions to help his clients live well during their retirement years. This may include significant tax reduction on retirement plans, leaving more money available for his clients' enjoyment, or it might include income optimization strategies.

Tom is a life-long resident of Massachusetts and now lives in Charlestown with his wife Ellen. He is active in the local community and has been a member of the Walpole Lions Club for 35 years.

Securities and advisory services are offered through SII Investments, Inc. member FINRA, SIPC and a Registered Investment Advisor. SII and Legacy Financial Advisors are separate and unrelated companies. SII does not provide tax or legal advice. For additional information and disclosures, please visit our website.


General Information

Firm Start Year:   1986
No.of Employees:   2-4
States Licensed in:   MA,NH,NJ,
I work with the following types of clients:   Individual Investors , Businesses


Services

Investment Types:   Mutual Funds , Alternative Investments , Exchange Traded Funds (ETFs) , Bonds , Stocks , Annuities , Insurance , Socially Responsible Investments (SRI)
I can meet clients in the following ways:   Via phone , At my office , At your home , At your office , Via email


Qualifications & Memberships

Insurance and Annuity Licenses:   Disability , Long Term Care , Variable Life , Variable Annuity , Life , Health , Annuity , Accident
Financial Organization Memberships:   Member of Ed Slott's Master Elite IRA Advisor Grp


Firm Information

Advisor's Number of Clients:   188
Advisor's Number of Managed Clients:   70
Advisor's Number of Planning Clients:   100


Compliance

Registered Representative:   Yes
Investment Advisor Representative:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:   $500000
Compensation Methods:   Commissions , Flat Fee , Hourly , Based on Assets


Education

MBA - Finance/Accounting  Babson College - Wellesley, MA
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Tom Fisher CFP

Tom Fisher CFP

Ed Slott's Master Elite IRA Advisor Group, Member, CERTIFIED FINANCIAL PLANNER™ Certificant

My Team

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 8:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 8:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 8:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 8:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 8:00 PM

Communities Served

Acton Ashland
Ayer Bedford
Bellingham Berlin
Billerica Bolton
Boxborough Boylston
Brighton Carlisle
Clinton Concord
Dedham Dover
East Walpole Foxboro
Framingham Franklin
Groton Hanscom Afb
Harvard Holliston
Hopedale Hopkinton
Hudson Hyde Park
Lancaster Littleton
Marlborough Maynard
Medfield Medway
Milford Millis
Natick Norfolk
North Grafton Northborough
Norwood Roslindale
Sharon Sherborn
Shirley Shrewsbury
South Walpole Southborough
Still River Stow
Sudbury Upton
Village Of Nagog Woods Walpole
Wayland West Roxbury
Westford Westwood
Wrentham West Boylston

Compensation Arrangements

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