Fischer Investment Strategies, LLC fees and pricing
Financial planner in Westlake Village, California. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 11, 2026, Fischer Investment Strategies, LLC charges $350 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 11, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“Hourly rates are $350.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Fischer Investment Strategies, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee will be payable quarterly in arrears.”
- “Our firm bills on cash unless indicated otherwise in writing.”
- “This fee is billed quarterly in arrears.”
How Fischer Investment Strategies, LLC’s fees compare
- Its hourly rate of $350 is above the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
- 3 of the 7 other planners in Westlake Village that publish an hourly rate charge less.
About Fischer Investment Strategies, LLC
- Firm size: 5 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2019 (7 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Clients
- 418
- Employees
- 5
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $251,920,360
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 156883
- Phone
- (805) 418-7686
Can advise clients in 9 states: Arizona, California, Colorado, Florida, Idaho, Montana, New York, Texas, Washington
Other planners in Westlake Village that publish fees
- Brooks Wealth ManagementWestlake Village$250/hr, $199-$20,000
- Haven Capital GroupWestlake Village$200-$750/hr, $5,000/yr
- Kate Capital GroupWestlake Village$300/hr
- Lone Peak Asset Management, Inc.Westlake Village$1,000-$5,000
- Mfac Financial Advisors, Inc.Westlake Village$550/hr
- Sherwood Financial Partners, LLCWestlake Village$500/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.