CF
CF

Craig Guy Fischer

42 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
623 clients
Average Client Portfolio
$531K average
Assets Under Management
$330.9M

Fee Structure

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Location

1065 Andrew Drive, West Chester, PA, 19380

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Craig is a registered representative with M.S Howells & Co., dedicating about a quarter of his time. He is also a licensed insurance agent since 1984 and an investment advisor representative with Wealthcare Capital Partners DBA Atlantic Financial Services, Inc., spending nearly full-time hours on investment advisor services.

Employment History
Current Registrations
Wealthcare Capital Partners, LLC
May 2024 - Present · 1 yr 9 mos
M. S. Howells & CO.Broker
June 2023 - Present · 2 yrs 8 mos
Previous Registrations
Atlantic Financial Services, INC.
June 1991 - December 2024 · 33 yrs 6 mos
Chapin, DavisBroker
March 1991 - January 2009 · 17 yrs 10 mos
Jones Falls Securities INC.Broker
May 1989 - April 1991 · 1 yr 11 mos
Atlantic Securities, INC.Broker
March 1984 - June 2023 · 39 yrs 3 mos
First Investors CorporationBroker
September 1983 - January 1984 · 4 mos
State Registrations18 states
ARAZCADCDEFLMAMDNCNHNJNYOHPASCTXWAWV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Craig Guy Fischer - Financial Advisor | TrueAdvisor