Fischer Financial Services provides portfolio management for individuals and small businesses, portfolio management for institutions, and retirement plan services.
Fischer Financial Services reports 615 clients. They include 455 individual clients, 154 high-net-worth individuals, and 6 corporations and other businesses. Of its assets, 100.0% ($636M across 1,212 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 74% | 16% |
| High-net-worth individuals | 25% | 76% |
| Pension and profit-sharing plans | Fewer than 5 | 2% |
| Charitable organizations | Fewer than 5 | 2% |
| Corporations and other businesses | <1% | 4% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 455 | $103M | 16.2% | $227K |
| High-net-worth individuals | 154 | $484M | 76.1% | $3.14M |
| Pension and profit-sharing plans | Fewer than 5 | $9.99M | 1.6% | — |
| Charitable organizations | Fewer than 5 | $15.3M | 2.4% | — |
| Corporations and other businesses | 6 | $23.2M | 3.6% | $3.86M |
| Total | 615 | $636M | 100% | — |
- Clients
- 455
- Regulatory AUM
- $103M
- AUM share
- 16.2%
- Avg. per client
- $227K
- Clients
- 154
- Regulatory AUM
- $484M
- AUM share
- 76.1%
- Avg. per client
- $3.14M
- Clients
- Fewer than 5
- Regulatory AUM
- $9.99M
- AUM share
- 1.6%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $15.3M
- AUM share
- 2.4%
- Avg. per client
- —
- Clients
- 6
- Regulatory AUM
- $23.2M
- AUM share
- 3.6%
- Avg. per client
- $3.86M
Total
- Clients
- 615
- Regulatory AUM
- $636M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 0
Fischer Financial Services charges 0.75%–1.00% a year for its Private Client Fee Schedule. The fee is billed in advance and requires an account of at least $250,000.
Fee details and sources
Frederick Fischer owns 75% or more of Fischer Financial Services. The leadership team of Fischer Financial Services includes President Frederick Fischer and Chief Compliance Officer William Angino. It has 5 employees, 3 of them in advisory roles.
Leadership
- Frederick FischerPresident
- William AnginoChief Compliance Officer
- Thomas BaldwinSecretary
Investment adviser representatives
4 representatives listed in the SEC register as of 9 October 2026.
Staff
- 5 employees
- 3 in advisory functions
- 4 state-registered reps
- 1 soliciting firm
- Owns 75% or more of Fischer Financial Services Inc
Frederick Fischer
Control person · since January 1986
Fischer Financial Services’ regulatory assets grew 1.6× from $391M (February 2021) to $636M (February 2026); clients rose from 412 to 615 and employees were 5 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $636M | 615 | 5 | 1 |
| February 2025 | $565M | 588 | 5 | 1 |
| March 2024 | $488M | 565 | 6 | 1 |
| June 2023 | $405M | 557 | 6 | 1 |
| July 2022 | $487M | 492 | 6 | 1 |
| February 2021 | $391M | 412 | 5 | 1 |
Besides its headquarters, Fischer Financial Services has 0 offices, with 1 listed address in Pennsylvania.
Pennsylvania · 1 listed address
- 4431 North Front Street, Suite 105, HarrisburgHQ
Contact and registration details
- Legal name
- Fischer Financial Services Inc
- Headquarters
- 4431 North Front Street, Suite 105, Harrisburg, PA 17110
- Website
- fischerfinancialservices.com
- Phone
- 717-233-8901
- @10624208
- SEC file
- 801-31434
- Founded
- 1986
- Structure
- Pennsylvania corporation
- Fiscal year end
- December
Fischer Financial Services uses Fidelity ($584M, 92%) and Charles Schwab ($52.3M, 8%) as custodians for its separately managed accounts. Fischer Financial Services does not have custody of client assets.
- FidelityNational Financial Services LLC · Boston, MA · $584M92%
- Charles SchwabCharles Schwab & Co., Inc. · San Francisco, CA · $52.3M8%
At year end, Fischer Financial Services’ separately managed accounts were mostly in stocks (59%) and funds (39%). Its reported 13F holdings for the quarter ended 30 June 2026 total $398M across 65 positions; the largest are Apple Inc. (8.5%), Vanguard Scottsdale Fds (8.5%) and Fidelity Covington Trust (6.3%).
What the accounts hold
- Stocks59%
- Funds39%
- Cash7%
Reported 13F holdings
- $398M
- Reported 13F value
- 65
- Positions
- 56.0%
- In the 10 largest
- +33.9%
- Value vs. prior quarter
- Apple Inc.8.5%
- Vanguard Scottsdale Fds · Shrt Trm Corp. BD8.5%
- Fidelity Covington Trust · MSCI Info Tech I6.3%
- iShares TR · Rus Tp200 GR ETF6.3%
- Invesco Qqq TR · Unit Ser 15.8%
- Nvidia Corporation5.5%
- Alphabet Inc. · Cap Stk CL A4.4%
- Fidelity Covington Trust · MSCI Consm Dis3.7%
- Microsoft Corp.3.6%
- Fidelity Covington Trust · MSCI Hlth Care I3.4%
Together, the ten largest are 56.0% of reported value.
How many clients does Fischer Financial Services have?
Fischer Financial Services has 615 clients and manages $636 million for them, as of February 2026. They include 455 individual clients, 154 high-net-worth individuals, and 6 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 February 2026
What services does Fischer Financial Services offer?
Fischer Financial Services provides portfolio management for individuals and small businesses, portfolio management for institutions, and retirement plan services.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How much does Fischer Financial Services charge?
Fischer Financial Services charges 0.75%–1.00% a year for its Private Client Fee Schedule. The fee is billed in advance and requires an account of at least $250,000.
Source: FISCHER FINANCIAL SERVICES INC. FORM ADV, PART 2A, filed 25 February 2026
Which custodians does Fischer Financial Services use?
Fischer Financial Services’ separately managed account assets are held at National Financial Services LLC (Boston, MA), with $584M and Charles Schwab & Co., Inc. (San Francisco, CA), with $52.3M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 February 2026
How many financial advisors does Fischer Financial Services have?
Fischer Financial Services has 4 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Fischer Financial Services invest in?
At the end of its last fiscal year, Fischer Financial Services’ separately managed accounts held 59% exchange-traded equities, 39% registered funds (mutual funds, ETFs, BDCs) and 7% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Fischer Financial Services have a minimum investment?
Yes, Fischer Financial Services’ minimum account size for its Private Client Fee Schedule is $250K.
Source: FISCHER FINANCIAL SERVICES INC. FORM ADV, PART 2A, filed 25 February 2026
Who owns Fischer Financial Services?
Fischer Financial Services’ direct owner is Frederick Fischer (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 25 February 2026
How does Fischer Financial Services get paid?
Fischer Financial Services is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Fischer Financial Services registered with the SEC?
Yes, Fischer Financial Services has been registered with the SEC as an investment adviser since 10 March 1988. Its CRD number is 104616 and its SEC file number is 801-31434.
Source: Form ADV Part 1A, Item 1, filed 25 February 2026; IAPD firm record
How do I contact Fischer Financial Services?
Fischer Financial Services’ main office is at 4431 North Front Street, Suite 105, Harrisburg, PA 17110. Its phone number is 717-233-8901. Its website is fischerfinancialservices.com.