Fee-only adviser · Cambridge, MA
Fisher Financial Strategies
Fisher Financial Strategies is a fee-only investment adviser registered with the securities regulators of Massachusetts, Rhode Island, with a mailing address in Cambridge, Massachusetts (its office is a private residence, so the street address is not published). On its latest Form ADV, filed February 16, 2026, it reports 50 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.
Key facts from Form ADV
| Registration | State-registered: Massachusetts, Rhode Island |
|---|---|
| Firm CRD number | 138411 |
| Office | Cambridge, MA (mailing address; office not published) |
| Phone | (866) 312-5605 |
| Website | www.fisherfinancialstrategies.com |
| Regulatory assets under management | Not reported |
| Individual clients | 13 non-high-net-worth, 37 high-net-worth |
| Financial planning clients | 26-50 |
| How it charges | Hourly, Fixed fee |
| Services | Financial planning, Selection of other advisers, Educational seminars |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 16, 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.
- 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.
Other fee-only advisers in Cambridge
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- Etre LLC $217M
- East Horizon Investments $64M
- Kendall Wealth LLC $62M
- Wealthmind Financial Planning $15M
See all 11 fee-only advisers in Cambridge →
Nearby
- Belmont 2 firms
- Brookline 1 firm
- Arlington 3 firms
- Newton 11 firms
- Boston 115 firms
- West Newton 1 firm
- Winchester 3 firms
- Newton Centre 1 firm
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