Fisher\smb
DBA: Fisher Retirement Solutions Llc
6404 INTERNATIONAL PARKWAY, Plano, Texas 75093
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.
No criminal, civil, or regulatory disclosures found in SEC or FINRA records.
Based on SEC filings, this firm does not sell insurance, operate as a broker-dealer, or offer proprietary products.
Fee Structure
Detailed Fee Schedule
$4,000,000 $5,000,000 $6,000,000 $7,000,000+ Virtual 0.90% 0.75% 0.65% 0.55% 0.50% Annual onsite visit with up to 20 1.00% 0.85% 0.75% 0.65% 0.60% one-on-one meetings Annual onsite visit with up to 40 1.10% 0.95% 0.85% 0.75% 0.65% one-on-one meetings Annual onsite visit with up to 60 1.20
Source: Form ADV Part 2 BrochureCompensation Transparency
Based on SEC filings, this firm is compensated exclusively through client fees. No additional revenue from insurance sales, brokerage commissions, or proprietary products was disclosed.