You should never hire an FA for performance. You should hire them for comprehensive planning (tax planning, distribution strategies, retirement income analysis, estate concerns, etc.). If they aren’t doing all of that for you, what are you paying for? Edit: to clarify, anyone down playing the value of an advisor is an idiot. Most people (including those here) should be paying an advisor. Just make sure you’re getting real value from it. Answer from yerrmomgoes2college on reddit.com
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Yelp
yelp.com › financial services › investing
FISHER INVESTMENTS - Updated December 2025 - 179 Reviews - 13100 Skyline Blvd, Woodside, California - Investing - Phone Number - Yelp
“I've been a Fisher Investments client for over 4 years, and I've never failed to be impressed at their client service.” in 3 reviews
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Yelp
yelp.com › financial services › fisher investments
Fisher Investments San Jose, CA - Last Updated December 2025 - Yelp
I have recently been getting a bunch of information from different sources about the money I invested. I had no idea what to do and didn't want to do nothing. I called Mike in hopes he could explain my options to me. He did more than just that! He explained them to me and then I just handed over my forms and he did they rest! Now I can just forget about them and let my money grow worry free!" See more reviews for this business.
Discussions

Anyone using Fisher Investments and feel like it's worth it?
You should never hire an FA for performance. You should hire them for comprehensive planning (tax planning, distribution strategies, retirement income analysis, estate concerns, etc.). If they aren’t doing all of that for you, what are you paying for? Edit: to clarify, anyone down playing the value of an advisor is an idiot. Most people (including those here) should be paying an advisor. Just make sure you’re getting real value from it. More on reddit.com
🌐 r/investing
322
94
August 16, 2024
Is fisher investments a good return company?
Is there a Fisher inv. More on yelp.com
🌐 yelp.com
1
Anyone Here Have Experience With Fisher Investments?
Secondhand, but total chop shop. They divide their process into new business development and service advisors. Regional Vice President is the BIzDev, and is high pressure sales on old people. Service depart seems equally unpleasant from what I’ve heard in terms of culture. More on reddit.com
🌐 r/CFP
69
18
April 3, 2021
Opinion on Fisher Investments?
Fisher Investments Founder/Owner is a Trump man. More on reddit.com
🌐 r/retirement
25
6
October 26, 2020
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Yelp
yelp.com › financial services › fisher investments
Fisher Investments San Francisco, CA - Last Updated October 2025 - Yelp
“I had clearly done better, investing for myself, than Fisher Investments during the previous...” more
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Yelp
yelp.com › financial services › fisher investments
Fisher Investments Portland, OR - Last Updated October 2025 - Yelp
Kevin (Fisher), (who I have been...” more ... “Jennifer is everything you could want in a financial advisor. She's knowledgable, passionate, and...” more ... “Tracy has been working with me and my small business for over 10 years. He is honest, trustworthy, fast , fair and efficient...all you could ask for…” more ... “I know who are very conservative investors, we choose to make quality and long term investments.” more
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Levels.fyi
levels.fyi
Levels.fyi | Salaries & Tools to Level Up Your Career
Search 300k+ salaries for different companies, job titles, career levels, and locations. Explore our tools to help you get paid more!
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Unbiased
unbiased.com › discover › investing › vanguard-vs-fisher
Fisher Investments vs Vanguard | Unbiased - unbiased.com
May 29, 2025 - Yes, Fisher Investments is a fiduciary and a fee-only adviser. ... We’ve pulled some reviews of Vanguard and Fisher from forums such as Yelp and Boglehead, which we think give you a fair indication of how these platforms work and what people think of them.
Find elsewhere
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Yelp
yelp.com › financial services › fisher investments
Fisher Investments New York, NY - Last Updated October 2025 - Yelp
Great team at Fisher. David and his staff were great to work with. These guys are no-nonsense.” more ... “A lot of banks just don't have an in house notary public anymore- we tried the Chase next door to this Charles Schwab location and ...
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Reddit
reddit.com › r/investing › anyone using fisher investments and feel like it's worth it?
r/investing on Reddit: Anyone using Fisher Investments and feel like it's worth it?
August 16, 2024 -

I've (52M) been talking with a Fisher rep for awhile, I've been through the analysis process, and they make a fairly compelling case that, net fees, they could improve my returns 4 to 5%.

I'm skeptical, but I'm also a "set it and forget" it investor, about 10% bonds, 50% VOO, 10% VTI/small cap, and the rest in target date funds.

My portfolio is a little unbalanced and spread over a bunch of accounts I've accumulated over the years. Overweight in some areas, underweight in others. I could consolidate and balance, but I hate to think I'm leaving money on the table with a mostly hands off approach. Hoping to semi-retire in 10 years.

Anyone using Fisher, or other similar firm, and feel it's worth the fees?

EDIT: Fisher fee is 1.25. Most of my ETFs are .03 to .1

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Yelp
yelp.com › financial services › fisher investments
Fisher Investments New York, NY 11239 - Last Updated November 2025 - Yelp
“Gerstein Fisher has the highest integrity, superb financial advice and quality customer service.” more
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Yelp
yelp.com › financial services › fisher investments
Fisher Investments Boston, MA - Last Updated July 2025 - Yelp
Investment management · 1.8 (43 reviews) AccountantsTax Services · 151 Tremont St · “Louis Fisher was encouraging, but he was about to go on furlough for the rest of the summer.” more · 1.0 (142 reviews) Investing · 601 Congress St · Waterfront · “rep then spouted some BS about how they are the 2nd largest investment firm and they are certainly...” more ·
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Yelp
yelp.com › search
Fisher Investments Berkeley, CA - Last Updated July 2025 - Yelp
My roommate works for Fisher Investments... He seems to love it.. I can ask him if he'll answer your questions if you want..
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Better Business Bureau
bbb.org › us › tx › plano › profile › investment-advisory-services › fisher-investments-0875-91224859 › complaints
Fisher Investments | BBB Complaints | Better Business Bureau
Despite repeatedly telling them I'm not interested in their services. Fisher Investments continues to ****** me and call me a couple time per year. ... Dear ************, As requested, we have added you to our do not call list.Thank you. ... I have reviewed the business response and accept this resolution.
Address   6500 International Pkwy, 75093-8222, Plano
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Trustindex
trustindex.io › reviews › www.fisherinvestments.com
Fisher Investments Reviews 2025 | Trustindex.io - Trustindex.io
Founded in 1979, Fisher Investments is an independent investment adviser serving both individual and institutional investors. ... 600.000+ businesses use Trustindex to collect and display Google reviews easily.
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Unbiased
unbiased.com › discover › financial-advice › fisher-investments-financial-advisor
Fisher Investments Review [Updated September 2025] - unbiased.com
December 5, 2025 - According to the Better Business Bureau, a few clients have alleged poor alignment with their financial goals, citing aggressive investment strategies and unresponsiveness. Meanwhile, reviews on Yelp highlight clear communication and helpful explanations of strategy. Overall, client experiences vary widely depending on expectations and individual advisors. Fisher Investments is a highly reputable financial and investment services firm that helps wealthy clients enhance their portfolios and manage their finances more effectively.
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Yelp
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Fisher Investments San Jose, CA 95123
People use Yelp to search for everything from the city's tastiest burger to the most renowned cardiologist. What will you uncover in your neighborhood?
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Trustpilot
trustpilot.com › home › fisher investments reviews
Fisher Investments Reviews | Read Customer Service Reviews of fisherinvestments.com
3 weeks ago - Beware! Fisher Investments in the US have a horrible reputation. They go on about 'customized investments', they aren't. Their 'fiduciary' story is just that, they are just high pressured sales fo...
Address   6500 International Pkwy, Ste 2050, 75093, Plano
(2.1)
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Yelp
m.yelp.com › search
Fisher Investments Palo Alto, CA 94301
People use Yelp to search for everything from the city's tastiest burger to the most renowned cardiologist. What will you uncover in your neighborhood?