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
Yelp
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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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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.
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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
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!
Yelp
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FISHER INVESTMENTS - Updated December 2025 - 5525 NW Fisher Creek Dr, Camas, Washington - Financial Advising - Phone Number - Yelp
3 reviews of FISHER INVESTMENTS "They consistently underperform the market while charging a 1.5% fee. Also they put you in their own fisher funds to collect annual and maintenance fees.
Unbiased
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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.
Yelp
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Fisher Investments Santa Monica, CA - Last Updated July 2025 - Yelp
Investment management · 5.0 (1 review) 10921 Wilshire Blvd · Westwood · “I saw Dr Fisher for about four years and really loved having her wisdom and presence in my life.” more · 2.3 (8 reviews) Banks & Credit UnionsInvestingFinancial Advising · 826 Wilshire Blvd ·
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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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Fisher Investments Sacramento, CA 95812 - Last Updated June 2025 - Yelp
“I have called, emailed, texted, and asked the company to contact this new agent, Scott Fisher, over...” more ... “When it comes to your investments and future, Lesa Johnson is one of the most professional and...” more ... “I again thank you for your comment but i stand by my review of this investment firm and strongly...” more
Yelp
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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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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
Yelp
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TOP 10 BEST Fisher Investments in New York, NY, United States - Updated 2026 - Yelp
Investment management · 67 Washington Rd · 2.6 (10 reviews) Mortgage Lenders · 322 Central Park W · Upper West Side · "Great team at Fisher. David and his staff were great to work with. These guys are no-nonsense." more · 3.4 (15 reviews) InvestingFinancial Advising ·
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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..
Yelp
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FISHER INVESTMENTS - CLOSED - Updated December 2025 - Phoenix, Arizona - Financial Advising - Phone Number - Yelp
FISHER INVESTMENTS - CLOSED in Phoenix, reviews by real people. Yelp is a fun and easy way to find, recommend and talk about what’s great and not so great in Phoenix and beyond.
Trustpilot
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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
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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?
PissedConsumer
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Fisher Investments Reviews | fisherinvestments.com @ PissedConsumer
Fisher Investments has 22 reviews (average rating 2.0). Consumers say: 2008 outlook from fisher, For and old 401k
Call (888) 823-9566
Address 5525 NW Fisher Creek Drive, 98607, Camas,
Yelp
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Fisher Investments Houston, TX - Last Updated November 2025 - Yelp
He presents the facts and helps you decide how and where to invest based on your goals and desire for risk. He is very knowledgeable. Super awesome location with awesome staff. Plenty of parking in the lot outside. Highly recommend." See more reviews for this business.
Trustindex
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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.