Fee-only adviser · Pittsford, NY

Fischer Investment Group, Inc.

Fischer Investment Group, Inc. is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Pittsford, New York. On its latest Form ADV, filed September 11, 2026, it reports $438M in regulatory assets under management, 210 individual clients and 4 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

RegistrationSEC-registered
Firm CRD number110966 · SEC file 801-30304
Office11 Schoen Place 3rd Floor
Pittsford, NY 14534
Phone(585) 586-2460
Websitewww.fischerig.com
Regulatory assets under management$438M ($186M discretionary)
Individual clients210 non-high-net-worth, 0 high-net-worth
Financial planning clientsNot reported
How it chargesPercentage of assets, Subscription, Other
ServicesPortfolio management
Employees4
Disciplinary disclosuresNone reported
Latest Form ADV filingSeptember 11, 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 also charges a percentage of assets managed for ongoing investment management.
  • Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
  • 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.

Other fee-only advisers in Pittsford

See all 21 fee-only advisers in Pittsford →

Nearby

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