wiseradvisor

Glenn Fischer, MBA
Fischer Wealth Advisors (FWA)

Tel: 703-674-9038
6076 Franconia RD
B
Alexandria, VA 22310

Building Wealth for the next generation

Fischer Wealth Advisors (FWA) | Financial Advisor in Alexandria ,VA

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
Gender:   Male
Insurance License#:   VA 681424, DC 3040047, MD 99943539
Name of Custodial Firm:   TD Ameritrade and Millenium
Number of Years with Current Firm:   5
I 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)
I can meet clients in the following ways:   At your office, Via Email, Via Phone, At my office, At your home, Video Conference


Qualifications & Memberships

Insurance and Annuity Licenses:   Disability, Property, Casualty, Accident, Annuity, Health, Life, Long Term Care


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


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


Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $100,000.00
Compensation Methods:   Based on Assets, Commissions, 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 - Berkeley CA
09/01/1987-05/01/1992

MBA - Finance  University of Texas at Austin - Austin, Tx
09/01/1999-05/01/2001


Glenn Fischer

Glenn Fischer

MBA

Glenn Fischer is a graduate of the UC Berkeley Biochemistry program and the University of Texas MBA program in Finance. He has been working in financial services since 1987.


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My Services

Financial Advice & Consulting

Do you have a question of a financial nature that has stumped other advisors. Ask Glenn. Odds are if it is doable we will have a methodology to help.


Retirement Planning

When it comes to retirement planning we help people decide how to position their assets to support the retirement lifestyle they need.


401K Rollovers

We handle all aspects of 401k rollovers and Net Realized appreciation (NUA) of company stock in retirement plans.


Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Sat. 10:00 AM - 4:00 PM

Communities Served

Alexandria Springfield
Arlington Falls Church
Fairfax County Loudoun County
Northern VA DC
parts of Maryland

Compensation Arrangements

Check Money Order
Bank Transfer