Timothy
Fisher
Fisher Financial Advisors LLC
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About this Advisor
Timothy Fisher is a certified financial planner based in Wolfeboro, New Hampshire with a total of 6 years of industry experience. Fisher is currently employed by Fisher Financial Advisors LLC. Over the course of their career, they have held roles at Purshe Kaplan Sterling Investments, Inc, Brendel & Fisher Wealth Management, LLC and Fisher Financial Advisors LLC. Fisher has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can operate in New Hampshire, Texas and Vermont. Fisher Financial Advisors LLC is a financial advisory firm that has its headquarters in Hanover, NH. The firm has offices in two locations and just three employees. It has $180 million in assets between its 958 accounts, making it one of the mid-sized firms in the country by assets under management. The firm provides financial advice to four charities and foundations. Of its 958 customer accounts, just 2% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm performs a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually vary depending on the type of financial services. Fee types billed by Fisher Financial Advisors LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fisher Financial Advisors LLC Brokerage Details
$180,000,000
3
958
$187,891
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Timothy Fisher Work History
Timothy has been registered as a financial advisor for 6 years.*
Fisher Financial Advisors LLC
Purshe Kaplan Sterling Investments, Inc
Brendel & Fisher Wealth Management, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Timothy Fisher to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fisher Financial Advisors LLC
Wolfeboro, NH
Hanover, NH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
