Fisher & Wiens Wealth Management

Retirement Planning Firm in Contra Costa County, CA

Firm Info
Address: 100 Railroad Ave, Danville, CA 94526, USA
Phone: (925) 964-0090

Firm Size
Assets Under Management: $221 million
# of Advisors: 1
# of Clients: 676
Client to Advisor Ratio: 676:1
Average Account Size: $326,856
# of Offices: 1

Services Offered
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)

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Fisher & Wiens Wealth Management, LLC Overview

Fisher & Wiens Wealth Management, LLC is an investment advisory firm that provides fee-only services to its clients. The company is headquartered in Danville, CA and has been in operation since 2016. As a registered investment advisory firm, Fisher & Wiens provides investment advice only to its clients. One of the primary services offered by Fisher & Wiens is portfolio management for individuals and small businesses. The company works closely with clients to create tailored investment portfolios based on their unique needs and investment goals. With a wealth of experience and industry knowledge, Fisher & Wiens is dedicated to providing the highest level of portfolio management and investment advice to its clients. In addition to portfolio management for individuals and small businesses, Fisher & Wiens also offers portfolio management services for businesses and institutional clients. The firm's team of seasoned advisors works closely with clients to develop and implement investment strategies that align with their financial goals and objectives. Finally, Fisher & Wiens offers the selection of other advisors as a service to its clients. This allows clients the flexibility to work with a variety of advisors while still benefiting from the expertise and support of the Fisher & Wiens team. Overall, Fisher & Wiens is committed to delivering the best possible investment advice and portfolio management services to its clients.

FISHER & WIENS WEALTH MANAGEMENT, LLC caters to a wide range of clients. The firm believes that everyone can benefit from financial planning services, and thus, serves individuals of all income levels. However, they specialize in assisting high net worth individuals who have complex financial portfolios, unique investment needs, and a desire for personalized attention. Additionally, FISHER & WIENS WEALTH MANAGEMENT, LLC caters to various types of corporate entities requiring financial guidance, ranging from small companies to large corporations. The fee structure for FISHER & WIENS WEALTH MANAGEMENT, LLC varies depending on the type of service provided. One of the most common structures is a percentage of assets under management (AUM). This fee structure is based on the total value of the client's investment portfolio, and the firm charges a percentage fee for overseeing the account. Additionally, some clients opt for a flat fee, which is a fixed amount charged for specific services. This fee structure is common for project-based work or financial planning services. Finally, FISHER & WIENS WEALTH MANAGEMENT, LLC also offers hourly fees for clients who require ad-hoc advice or consultation. This fee structure is suitable for clients who require occasional and specific financial advice.

Typical Clients, Fee Structures & Investment Minimum

The investment minimum for Fisher & Wiens Wealth Management, LLC for their Comprehensive Portfolio Management service is a minimum household balance of $1,000,000. According to their Part 2 Brochure, this requirement is negotiable.

How This Office Can Help Contra Costa County, CA Residents

Fisher & Wiens Wealth Management is a team of experienced and knowledgeable financial advisors that helps clients navigate the complex world of finance. They specialize in assisting individuals and families in Contra Costa County, CA, where many residents face unique financial situations due to the high cost of living. The team understands that clients in this area may be dealing with high housing expenses, medical costs, and taxes, and they work closely with clients to create customized financial plans that address these concerns. Fisher & Wiens Wealth Management offers a wide range of services, including retirement planning, estate planning, investment management, and tax planning. They take a holistic approach to wealth management, and their expert advisors strive to help clients achieve their financial goals while also providing peace of mind. Whether a client is planning for retirement, saving for a child's education, or managing the complexities of an estate, Fisher & Wiens Wealth Management has the expertise and resources to help them navigate their unique financial situation.

To view the Minimum Investment and Fee Schedule for Fisher & Wiens Wealth Management, LLC, visit their Part 2 Brochure.

Services Offered by Fisher & Wiens Wealth Management, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Fisher & Wiens Wealth Management, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 100 Railroad Ave, Danville, CA 94526, USA
Phone (925) 964-0090
Opening Hours
  • Mon 9 AM–5 PM
  • Tue 9 AM–5 PM
  • Wed 9 AM–5 PM
  • Thu 9 AM–5 PM
  • Fri 9 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:

Other Office Locations

This firm has no other locations.

State Registrations

Fisher & Wiens Wealth Management, LLC is registered to service clients in the following states:

  • California
  • Idaho
  • Nevada
  • Oregon
  • Texas

Disciplinary History

Fisher & Wiens Wealth Management, LLC does not have any disclosures. Please visit it's Form ADV for more details.