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- Custodian
- Altruist ยท Principal
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-06-2000
- Office Locations
- 1
Office Locations
About Fiscalwise, Inc.
FiscalWise, Inc. is a Pennsylvania-based, fee-only fiduciary providing comprehensive financial planning and investment advice. The firm delivers unbiased guidance and portfolio construction without selling annuities, insurance, or other commissioned products, charging an upfront fee for engagement. Portfolios may incorporate ETFs and private funds, with custody support including Altruist.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 20 clients, or 20 clients per representative. That equates to $600.0K in reported AUM per client.
The profile lists 1 reported office location and 26 years in operation. The source data was last updated on February 28, 2025. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Client Personas
- Custodian
- Industry Interests
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- Investment Vehicles
- Services
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Owner & Executives
WILLIAM THOMAS HEIDIG
Financial Advisor, General Partner, President
- CRD
- #853465
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $12,000,000 | -- |
| Total | $12,000,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Fiscalwise, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.