Thomas Adam Fisher
TF
CFP
Thomas Adam Fisher
TF
CFP

Thomas Fisher

20 Years of Experience
Cambridge, MA

Thomas Fisher is a CFP-designated registered investment advisor at Fisher Financial Strategies, based in Cambridge, MA, with 20 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 50 clients.

Compensation
Fixed/Hourly
Firm Size
1 advisor
Number of Clients
50 clients
Average Client Portfolio
Not specified

Fee Structure

Fisher Financial Strategies does not manage client assets directly, so there are no investment management fees.

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Thomas Adam Fisher
TF
Thomas Fisher

Location

Cambridge, MA

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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 Activities

Thomas owns and manages a residential rental apartment in Cambridge, MA, since 1991. This requires minimal time, typically 3-5 hours per month.

Employment History
Current Registrations
Fisher Financial Strategies
January 2006 - Present · 20 yrs 3 mos
State Registrations3 states
MARITX
Advisor

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.

Exams
No exam information available for this advisor.
Additional Information

Tom Fisher is founder and principal ofFisher Financial Strategies (FFS), an independent Registered Investment Adviser firm in Cambridge, Massachusetts. He specializes in providing Fee-only, hourly, as-needed financial planning and investment advisory services to individuals and families.Tom’s work as a deacon in his local church led to an opportunity to serve on a national board responsible for managing church properties and overseeing a charitable endowment portfolio. Later, he took an active role in the governance of a small college as a member of its Board of Trustees. With twenty-five years of experience as a private investor in stocks, bonds, mutual funds, and real estate, Tom has first-hand knowledge of the vagaries of financial markets.

Thomas Adam Fisher
TF
Contact
Thomas Fisher
Thomas Fisher - Financial Advisor | TrueAdvisor