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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 08-26-2010
- Office Locations
- 1
Office Locations
About Fisher Financial Group, LLC
Fisher Financial Group, LLC is an independent fiduciary RIA in Northbrook, IL led by Dan Fisher. The firm focuses on individuals and families age 55+ (including many federal/government retirees) with tax-smart retirement planning and ongoing investment management aimed at sustaining retirement income. Services also cover investment oversight plus risk and estate planning coordination and insurance guidance. Active in retirement education through workshops and a planning guide.
Reported data analysis
What the numbers show
Of the latest reported AUM, 90.2% is discretionary and 9.8% is non-discretionary.
The firm reports 1 advisory representatives and 116 clients, or 116 clients per representative. That equates to $354.0K in reported AUM per client.
The profile lists 1 reported office location and 16 years in operation. The source data was last updated on March 5, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Custodian
- Investment Themes
- Investment Vehicles
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Owner & Executives
DANIEL FISHER
Chief Compliance Officer, Financial Advisor, General Partner, Managing Member
- CRD
- #1580889
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $37,041,389 | -- |
| Non-Discretionary | $4,025,061 | -- |
| Total | $41,066,450 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Fisher Financial Group, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.