Justin
Fisher

Moss Adams Wealth Advisors LLC

CRD#5481452
Investment Advisor
in Tacoma, WA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Justin Fisher is a financial advisor working in Tacoma, Washington, with 15 years of industry experience. Fisher works at Moss Adams Wealth Advisors LLC. The advisor has gained experience at Moss Adams, Llp, Moss Adams Wealth Advisors LLC and Moss Adams Securities & Insurance LLC. Fisher holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in Washington. Moss Adams Wealth Advisors LLC is a financial advisory business operating out of Seattle, WA. It has offices in 13 locations and a total of 67 employees. It manages $3 billion in assets across its 4,118 client accounts, making it one of the largest firms in the country by assets under management. The firm advises five charities and foundations. Of its 4,118 accounts, 85% belong to high-net-worth individuals who have at least $1 million in investable assets. The advisory firm has a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors vary depending on which services the firm provides the client. However, fee types charged by Moss Adams Wealth Advisors LLC may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

15 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1301 A Street Ste 600
Tacoma, WA 98402

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Moss Adams Wealth Advisors LLC Brokerage Details

Total Assets Under Management

$3,333,840,032

WA Average: $3,566,627,242
Total Number of Employees

67

WA Average: 46
Total Number of Accounts

4,118

WA Average: 1,499
Average Account Size

$809,577

WA Average: $2,379,338

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Justin Fisher Work History

Justin has been registered as a financial advisor for 15 years.*

2008 - Present (16 years)

Moss Adams Wealth Advisors LLC

2008 - Present (16 years)

Moss Adams Securities & Insurance LLC

2007 - Present (17 years)

Moss Adams, Llp

*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 Justin 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 Moss Adams Wealth Advisors LLC

Charles Stermetz
Campbell, CA
Colten Christianson
Seattle, WA
Lindsay Stuart
Portland, OR
John Davis
Rancho Cordova, CA
Scott Comfort
Seattle, WA
Emily Paukert
Seattle, WA
Richard Friedland
Los Angeles, CA
Dominic Cellitti
Seattle, WA

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started