$12.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
20 ADV. Clients
26 yrs Firm Age
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- Custodian
- Altruist · Principal · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-06-2000
- Office Locations
- 1
Office Locations
-- Media PA
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.
Team overview
-- AVG AGE
$12.0M AVG AUM / ADVISOR
$600.0K AVG AUM / CLIENT
26.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
26yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
WILLIAM THOMAS HEIDIG
Financial Advisor, General Partner, President
- CRD
- #853465
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
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
Total SMA Asset: Available
Private Funds:
Available Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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