Joshua Fisher is a registered investment advisor at Plan a Wealth, LLC, based in Lincoln, NE, with 22 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 580 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Plan A Wealth offers several investment management options:
- Asset Management: A portfolio is created using various securities tailored to the client's needs. The maximum annual fee is 1.50%, billed quarterly in advance.
- Comprehensive Portfolio Management: Includes asset management and financial planning. The maximum annual fee is 1.50%, billed quarterly in advance.
- Subscription Model: A portfolio consisting of ETFs is recommended. The fee is $49.99 per month, charged in advance.
Fees are negotiable and deducted from client accounts. Clients receive statements from their custodian.
Location
7221 Plaza Court, Lincoln, NE, 68516
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Regulatory History
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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Joshua co-owns an office building leased to Plan A Wealth Management, spending a few hours per week on this. He also dedicates full-time hours to Plan A Wealth Management, an RIA, and minimal time to Kingdom 411 Properties, LLC, which owns the office building. Finally, he acts as a Durable/Financial Power of Attorney for his aunt, spending no time on this unless needed.
Employment History
Current Registrations
Plan a Wealth, LLC
Private Client Services, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
The O.N. Equity Sales CompanyBroker
Hummel Wealth Management, LLC
The O.N. Equity Sales CompanyBroker
State Registrations6 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.