Stride Tax and Wealth Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 16, 2026. Fees can change, so confirm with the firm before you hire them.

Quarterly fee

$625/qtr

“After the comprehensive financial plan is delivered, we charge a recurring fixed fee of $625 per quarter, billed in arrears.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Stride Tax and Wealth Advisors, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “The fee is based on a percentage of assets under management and is negotiable.”
• “For Clients utilizing Schwab, the annualized advisory fee is paid quarterly in arrears based on the the value of Client’s account(s) as of the last day of the billing period.”

About Stride Tax and Wealth Advisors, LLC

• Principal: Brandon Fischer
• Solo practice: one person runs the firm, so you work directly with the planner.
• Founded: 2025.

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Employees

1

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

339078

Website

stridewealthadvisors.com (opens in new tab)

Phone

(724) 944-6438

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