Fiscal Wisdom Wealth Management LLC

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Assets Under Management

$259.8M

Number of Clients

2,579

Number of Advisors

Average Client AUM

$101K

AUM per Advisor

$26.0M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Fiscal Wisdom Wealth Management (FWWM) offers investment advice on a discretionary or non-discretionary basis. They provide tailored portfolio management and financial planning services, including retirement, estate, and tax planning. FWWM also offers seminars and workshops. Clients utilize broker-dealers/custodians of the advisor’s choice.

Fee Structure

Minimum Investment:None

Minimum Annual Fee:$1,000

Financial Plan Fee:$250 - $10,000

Hourly Rate:$150 - $500/hr

Asset management fees are based on a percentage of assets under management and are negotiable. The minimum annual fee is $1,000 and is also negotiable. Financial planning fees range from $150 to $500 per hour or $250 to $10,000 for multiple financial plans. Expansive financial planning services range from $500 to $10,000. An annual review and planning snapshot update is available for a flat fee ranging from $150 to $1,500.

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