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
Unbiased
unbiased.com › discover › investing › vanguard-vs-fisher
Fisher Investments vs Vanguard | Unbiased - unbiased.com
May 29, 2025 - When it comes to their brokerage offering, the firm offers $0 trading for ETFs, options trading at $1.00 per contract to trade, a number of free options trades for investors with more than $1 million in assets, free Vanguard-managed funds, a no-fee list of several thousand funds, and other funds at a $20 fee. The firm does not charge non-trading or inactivity fees, and there’s no required minimum balance to open an account. Fisher Investments’ fee structure is completely different.
Bogleheads.org
bogleheads.org › board index › us investors › personal investments
Vanguard vs Fisher vs Other? - Bogleheads.org
That cash flow short fall is after including income being pulled from half the investments. The withdrawal rate is going to be well over 4%. Perhaps sustainable, but not a real slam dunl without increasing income or reducing spending. OP, please stay far away from Fisher, you will make your problem worse. I would recommend a low cost brokerage such as Fidelity, Schwab, or Vanguard.
Videos
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Who is better than Fisher Investments?
The best financial advisor depends on your individual needs. Alternatives include self-directed investing tools like Empower (formerly Personal Capital), robo-advisors like Betterment (U.S.) and Wealthsimple (Canada), or an online financial advisor.
wallstreetzen.com
wallstreetzen.com › blog › fisher investments review: is fisher investments worth it in 2025?
Fisher Investments Review: Is Fisher Investments Worth It in 2025?
Is Fisher Investments a good idea?
Fisher Investments offers world-class service. But because account minimums and annual fees are extremely high, many investors instead opt for self-directed investing tools, robo-advisors, or online financial advisors.
wallstreetzen.com
wallstreetzen.com › blog › fisher investments review: is fisher investments worth it in 2025?
Fisher Investments Review: Is Fisher Investments Worth It in 2025?
How does Fisher Investments make money?
Fisher Investments is a fee-only advisor, which means it makes money by charging a percentage fee based on its clients’ assets.
stockanalysis.com
stockanalysis.com › home › articles › fisher investments review
Fisher Investments Review 2025: Is It Worth the Fees?
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
Top answer 1 of 93
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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.
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So Fisher can beat the S&P 500 by 4-5% after fees? No way!
YouTube
youtube.com › watch
Fisher Investments Vs Vanguard | Is Fisher Investments Better Than Vanguard | Vanguard vs Fisher - YouTube
Fisher Investments Vs Vanguard | Is Fisher Investments Better Than Vanguard | Vanguard vs Fisher Investments - VIX INDEX VIX STOCK. In this video, we review ...
Published February 16, 2025
Onedayinjuly
onedayinjuly.com › vs-other-firms
Compare Financial Firms | Fee-Only Fiduciaries | One Day In July
"Edward Jones" is a registered trademark of Edward Jones Investments, "Fisher Investments" is a registered trademark of Fisher Asset Management LLC, "Morgan Stanley" is a registered trademark of Morgan Stanley, "Vanguard" is a registered trademark of The Vanguard Group Inc, "Merrill ," a wholly ...
Moomoo
brokerage-review.com › wealth-management › vs › fisher-investments-vs-vanguard.aspx
Fisher Investments vs Vanguard (2026)
Fisher Investments vs Vanguard: which company is better in 2026? Compare (Roth) IRA accounts, online trading fees.
Bogleheads.org
bogleheads.org › board index › us investors › personal investments
Vanguard Asset Management Services vs. Fisher Investments - Bogleheads.org
I believe you'd be better off in a simple portfolio of a few Vanguard funds that you don't need a manager for. I suggest you read the book "The Four Pillars of Investing" by William Bernstein. JBB, The Fisher philosophy is that a 100% equity portfolio produces the best returns if you have at least a 10 yr time horizon ---- best returns in long run etc...
StockAnalysis
stockanalysis.com › home › articles › fisher investments review
Fisher Investments Review 2025: Is It Worth the Fees?
August 26, 2025 - It creates tailored investment mixes for each client and frequently adjusts client portfolios based on the firm's constantly evolving market outlook.* *As you'll read later on, however, its "personalized" financial advice may not be all that personalized. Fisher is a fee-only firm, meaning it only makes money by charging a percentage fee on the assets it manages (more details on its fee structure below).
WallStreetZen
wallstreetzen.com › blog › fisher investments review: is fisher investments worth it in 2025?
Fisher Investments Review: Is Fisher Investments Worth It in 2025?
September 5, 2025 - There may be required account minimums, but typically they’re far less than the Fisher Investments requirements. Some online financial advisors I like? Merrill Lynch, Charles Schwab, and Vanguard.
Unbiased
unbiased.com › discover › financial-advice › fisher-investments-financial-advisor
Fisher Investments Review [Updated September 2025] - unbiased.com
April 30, 2024 - This review explores Fisher Investments in detail, covering their financial services, fees, minimum account size, and the pros and cons of working with them, to help you make an informed decision about your financial future in the US.
Clark Howard
community.clark.com › t › financial-advisor › 5446
Financial Advisor - Clark Howard Community
I’m 71 and I have my money with Edward Jones. After 3 years my investments are about where I originally opened my account. Now I’m thinking on moving to Fisher Investments. Any advice on my planned move would be greatly …
Published June 8, 2024
IntegrityIA
integrityia.com › home › should i invest with fisher investments?
Should I Invest with Fisher Investments? - IntegrityIA
July 24, 2025 - Is Fisher Investments good if I have $500,000 or $1,000,000? Check out our Why DFA vs. Vanguard page for a better solution.
Morningstar
morningstar.com › asset-management-companies › fisher-investments-BN00000BU5
Fisher Investments - Asset Management Company | Morningstar
Overall, Fisher Investments benefits from a strong investment culture, earning it an Above Average Parent Pillar rating.
Pistonheads
pistonheads.com › gassing › topic.asp
Fisher Investments UK - Page 1 - Finance - PistonHeads UK
Compare their returns to the Vanguard Life Strategy for example and see what they achieve for less than 0.2 %Assuming I'm looking at the correct Vanguard graph, the Fisher portfolio has outperformed it by between 2 and 5% every year for the last 5: http://www.morningstar.co.uk/uk/funds/sna...
Clark Howard
community.clark.com › investing
Fisher Investments--Anyone have experience with them? - Clark Howard Community
January 19, 2023 - Hi, I never hear Clark talk about Fisher Investments. Any input about them would be helpful. My husband is thinking about switching our retirement accounts from Edward Jones to Fisher. Although Fisher charges 1.5 % in fees (vs Edward Jones 1%), he feels the added fees that Edward Jones charges ...
Clark
clark.com › home › fisher investments review: is fisher really a fiduciary?
Fisher Investments Review: Is Fisher Really a Fiduciary?
October 24, 2025 - Vanguard’s Personal Advisor Select requires $500,000 in assets but charges just 0.30% annually. It doesn’t seem like a coincidence that the word “investments” is part of the company’s name. Fisher Investments seems to offer an intense market focus.
Talk of The Villages
talkofthevillages.com › talk of the villages florida › talk of the villages forums › investment talk
Fisher Investments - Page 2 - Talk of The Villages Florida
A few years ago we had our investments with Fisher. After a couple of frustrating years with lower than average returns I questionned why they had us
Crunchbase
cbinsights.com › company › fisher-investments › alternatives-competitors
Top Fisher Investments Alternatives, Competitors
Vanguard Claims Administration ... BlackRock operates as an asset manager and technology provider in the financial sector. The company offers an investments platform that provides access to various marke…Start your free demo ... Wellington-Altus focuses on wealth planning, investment, and protection. The company offers services including traditional brokerage, advice-based platforms, and manage…Start your free demo · Fisher Investments vs.
Comparably
comparably.com › competitors › fidelity-investments-vs-fisher-investments
Fidelity Investments vs Fisher Investments | Comparably
Fisher Investments's brand is ranked #- in the list of Global Top 1000 Brands, as rated by customers of Fisher Investments. 3.4/5 · Product Quality · 3.2/5 · 3.4/5 · Pricing · 3/5 · 3.3/5 · Customer Service · 3.4/5 · 8 · NPS Score · Net Promoter Score Winner by 22 · -14 · NPS Score · BlackRock · UBS · Edward Jones · TIAA · Charles Schwab · Northern Trust · Janus Capital Group · TD Ameritrade · The Vanguard Group ·
Unbiased
unbiased.com › discover › financial-advice › fisher-investments-vs-fidelity-investments
Fisher Investments vs. Fidelity Investments - unbiased.com
August 6, 2025 - Fisher Investment Advisors use ... compensation improves when your investments perform better. ... Vanguard is one of Fidelity's biggest competitors....