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Glenn Fischer, MBA
Fischer Wealth Advisors (FWA)

Tel: 703-674-9038
6076 Franconia RD
B
Alexandria, VA 22310
Fischer Wealth Advisors (FWA) | Financial Advisor in Alexandria ,VA

Building Wealth for the next generation


About Glenn Fischer

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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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

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General Information

Firm Start Year:   2015
No.of Employees:   2-4
Insurance License#:   VA 681424, DC 3040047, MD 99943539
Name of Custodial Firm:   TD Ameritrade and Millenium
Number of Years with Current Firm:   5
Work with the following types of clients:   Non-Profit Organizations, Businesses, Individual Investors
Advisory Services Provided:   Estate Planning & Trusts, Portfolio Management, Retirement Planning, 401K Rollovers, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Financial Advice & Consulting

Services

Investment Types:   Mutual Funds, Exchange Traded Funds (ETFs), 1031 exchanges, Non traded REITs, Alternative Investments, Mortgages & Real Estate, Insurance, Annuities, Stocks, Bonds, Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Your Office, Via Email, Your Home, Video Conference, Via Phone, Our Office

Qualifications & Memberships

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

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:   Commissions, Hourly, Based on Assets
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

Financial 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.

Insurance Planning

We can handle all aspects of insurance planning from life insurance and annuities to property and casualty issues.

Annuities

We provide access to most major insurance companies that provide annuities.

Tax Planning & Mitigation

We use a wide variety of tax planning tools. We have the ability to do 1031 exchanges, capital gain rollovers into Opportunity zone funds. As well as traditional tax loss harvesting and planned sales to reduce tax burdens.

Money Management

We have a unique cash management platform for cash holdings of $250,000 or more. Our system provides up to $25 million in FDIC protection per tax ID and is currently paying nearly 20 times more than most national brokerage deposits.

Financial Planning for Businesses

We understand many aspects of financial planning from taking a business public to selling a business. We also help owners plan out how to separate real estate assets and business operations.

Financial Planning for Individuals

We provide a full suite of financial planning using the latest and best software and strategies on the market.

Portfolio Management

We utilizes the top money managers in the World. We have relationships with 10,000+ portfolio managers. If you need someone we probably have access.

Estate Planning & Trusts

We work with CPA and Estate Attorneys to help clients work thought estate issues and trick trust problems.

Education Funding and Planning

Can use all sorts of traditional and innovative approaches to education funding. We use established 529 plans. We also use unusual strategies like purchasing a rental property and converting it into a tuition payment when the time comes.

Investment Management & Advice

We provide a full suite of Investment management services and Advise at reasonable rates.

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


Office Hours

Mon. 9:00 AM - 6:00 PM
Tue. 9:00 AM - 6:00 PM
Wed. 9:00 AM - 6:00 PM
Thu. 9:00 AM - 6:00 PM
Fri. 9:00 AM - 6:00 PM
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
brokercheck

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