Progress Wealth ManagementIndependent Financial Education

Fee-only adviser · Anacortes, WA

Fiscalis Advisory, Inc.

From SEC and state Form ADV filingsUpdated 2026-11-07

Fiscalis Advisory, Inc. is a fee-only investment adviser registered with the securities regulators of California, Washington, with its main office in Anacortes, Washington. On its latest Form ADV, filed March 12, 2026, it reports $47M in regulatory assets under management, 24 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Visit websiteView SEC record and brochure

Key facts from Form ADV

RegistrationState-registered: California, Washington
Firm CRD number126934
Office2415 T Avenue Suite 203
Anacortes, WA 98221
Phone(949) 429-5995
Websitefiscalisadvisory.com
Regulatory assets under management$47M
Individual clients8 non-high-net-worth, 16 high-net-worth
Financial planning clients1-10
How it chargesPercentage of assets, Hourly, Fixed fee
ServicesFinancial planning, Portfolio management
Employees1
Disciplinary disclosuresNone reported
Latest Form ADV filingMarch 12, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

  • It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
  • It also charges a percentage of assets managed for ongoing investment management.
  • Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
  • It provides financial planning services, not only portfolio management.
  • It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

Nearby

Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Fiscalis Advisory, Inc.? Update this listing.