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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Fisher Investments
fisherinvestments.com › home › fisher investments reviews and awards
Fisher Investments Reviews and Awards - January 2026 | Fisher Investments
Discover reviews of Fisher Investments from well-known groups and publications, along with tips on how to research financial companies you're considering.
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Yelp
yelp.com › financial services › investing
FISHER INVESTMENTS - Updated January 2026 - 181 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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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

People also ask

How trustworthy is Fisher Investments?
Fisher Investments has been in business for more than 45 years, has a large client base, and continues to grow. Reviews about the company are mixed, with some good and some bad, which isn’t uncommon for financial advisors.
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stockanalysis.com
stockanalysis.com › home › articles › fisher investments review
Fisher Investments Review 2025: Is It Worth the Fees?
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.
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stockanalysis.com
stockanalysis.com › home › articles › fisher investments review
Fisher Investments Review 2025: Is It Worth the Fees?
What is the average return on Fisher Investments?
The firm does not share performance data publicly, though it does disclose it uses the MSCI World Index for many of its private clients’ stock portfolios.
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stockanalysis.com
stockanalysis.com › home › articles › fisher investments review
Fisher Investments Review 2025: Is It Worth the Fees?
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Trustpilot
trustpilot.com › home › fisher investments reviews
Fisher Investments Reviews | Read Customer Service Reviews of fisherinvestments.com
3 days ago - Luckily i checked the reviews before going too far... See more ... Slick marketing and sales strategies to bringing you in. Once you actually invest with them, they fail to meet expectations. Don't fall for their ploy of stating fiduciary duty and "we only do better... See more ... Shocking, I don't know how many times I've asked them to remove me from their database My experience with Fisher Investments has been one of constant, unwanted contact and high-pressure sales tact...
Address   6500 International Pkwy, Ste 2050, 75093, Plano
(2.2)
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Glassdoor
glassdoor.com › Reviews › Fisher-Investments-Reviews-E38954.htm
Fisher Investments Reviews (1,814): Pros & Cons of Working At Fisher Investments | Glassdoor
Is Fisher Investments a good company to work for?Fisher Investments has an overall rating of 3.7 out of 5, based on over 1,911 reviews left anonymously by employees. This rating has decreased by 4% over the last 12 months. 62% of employees would recommend working at Fisher Investments to a ...
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Fishercareers
fishercareers.com › fisher-investments-reviews
Fisher Investments Employee Reviews and Awards - September 2025
Discover how Fisher Investments solicits employee reviews to create an award-winning workplace. You’ll find testimonials about our culture from a wide range of individuals across the firm.
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Top Rated Firms
topratedfirms.com › brokers › customer › fisher-investments-reviews.aspx
Fisher Investments Reviews (2025)
Fisher Investments
Fisher Investments customer reviews: rating, pros, cons, financial advisor complaints. Is Fisher Investments a good company or in trouble?
Rating: 2 ​
Find elsewhere
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StockAnalysis
stockanalysis.com › home › articles › fisher investments review
Fisher Investments Review 2025: Is It Worth the Fees?
August 26, 2025 - Fisher Investments is a financial advisor firm. Here's an honest review of their services, including how to know if they're the right choice for you.
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SmartAsset
smartasset.com › home › top financial advisors - us › texas › fisher investments review
Fisher Investments Review | SmartAsset.com
Thinking of working with an advisor at Fisher Investments? Our review take an in-depth look at the firm's fees, services, investment approach and more.
Address   75093, 6500 International Parkway, Suite 2050, Plano, TX 75093
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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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Unbiased
unbiased.com › discover › financial-advice › fisher-investments-financial-advisor
Fisher Investments Review [Updated September 2025] - unbiased.com
April 30, 2024 - 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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Indeed
indeed.com › companies › investment & asset management › fisher investments
Working at Fisher Investments: 203 Reviews | Indeed.com
Fisher Investments is a high-pressure, metrics-obsessed environment with little real support. The systems are outdated and inefficient, which makes client interactions unnecessarily draining.
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Moneywise
moneywise.com › investing › reviews › fisher-investments
Fisher Investments Review: Personal Investment Counselors
July 8, 2025 - Our full Fisher Investments review covers the features and services available with this firm, the pros and cons of choosing this institution over others, and some alternatives to consider if it’s not a good fit. For the purposes of this review, we’ll focus mainly on the private client sector.
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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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Google Play
play.google.com › store › apps › details
Fisher Market Insights - Apps on Google Play
Stay informed on what’s happening in the markets and gain valuable insights on the global economy, politics, investor sentiment, investing trends and more from Ken Fisher and our seasoned team of investing professionals through a variety of content mediums—including articles, videos and ...
Rating: 4.4 ​ - ​ 86 votes
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Fisher Investments
fisherinvestments.com › home › insights › fisher investments reviews fed rate cuts
Fisher Investments Reviews Fed Rate Cuts | Insights | Fisher Investments
The world of investing can seem like a giant maze. Fisher Investments has developed several informational and educational guides tackling a variety of investing topics.
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Clark
clark.com › home › fisher investments review: is fisher really a fiduciary?
Fisher Investments Review: Is Fisher Really a Fiduciary?
October 24, 2025 - And they don’t make any extra money by putting you into certain investments or insurance products. So, based on the most important filter you should apply to any financial advisor, Fisher Investments is trustworthy.
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Indeed
indeed.com › companies › investment & asset management › fisher investments
Working at Fisher Investments: 192 Reviews | Indeed.com
Fisher Investments is a high-pressure, metrics-obsessed environment with little real support. The systems are outdated and inefficient, which makes client interactions unnecessarily draining.
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Quora
quora.com › Is-Fisher-Investments-Financial-advisors-any-good
Is Fisher Investments Financial advisors any good? - Quora
Answer (1 of 17): They are an amazing marketing machine. A total meat grinder for employees. That’s pretty much it. In my capacity as head of money manager research and part of the investment committee for two different investment firms I have done due diligence on Fischer twice and both ...