Craig G. Fischer

WEALTHCARE CAPITAL PARTNERS

TOWSON, MD 21286

Some features on this profile are disabled

CRD#: 1175938

Professional summary

Craig Guy Fischer, who also goes by Graig Guy Fischer, is a registered financial advisor currently at WEALTHCARE CAPITAL PARTNERS, LLC located in Towson, Maryland and M. S. HOWELLS & CO. located in Towson, Maryland.

Craig is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1983. Craig has worked at 7 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 6, Series 14, Series 27 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Graig Guy Fischer

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) M.S Howells & Co. - Investment Related - 920 PROVIDENCE RD., SUITE 201, TOWSON, MD 21286 - Registered Representative - Start Date: 6/1/2023 - 40 hours per month 2) INSURANCE LICENSED - INVESTMENT RELATED - 920 PROVIDENCE RD., SUITE 201, TOWSON, MD 21286 - INSURANCE AGENT - 01/01/1984 3) Wealthcare Capital Partners DBA Atlantic Financial Services, Inc.; Investment-related- Yes; 1065 Andrew Dr. Westchester, PA 19380; Nature- RIA; Position/Title- IAR; Start date 6.1.24; Approximately 150 hours per month, 132 during trading hours; Description- Investment Advisor Services

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Craig Guy Fischer's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 6, 2024 - Present

WEALTHCARE CAPITAL PARTNERS, LLC

Office #1: 920 Providence Rd Suite 201, Towson, MD 21286

RIA

CRD#: 330300

TOWSON, MD

Current

June 1, 2023 - Present

M. S. HOWELLS & CO.

Office #1: 920 Providence Rd Suite 201, Towson, MD 21286

CRD#: 104100

Towson, MD

Past

June 11, 1991 - December 4, 2024

ATLANTIC FINANCIAL SERVICES, INC.

RIA

CRD#: 121258

TOWSON, MD

Past

March 27, 1991 - January 8, 2009

CHAPIN, DAVIS

CRD#: 28116

BALTIMORE, MD

Past

May 3, 1989 - April 10, 1991

JONES FALLS SECURITIES INC.

CRD#: 1437

BALTIMORE, MD

Past

March 9, 1984 - June 1, 2023

ATLANTIC SECURITIES, INC.

CRD#: 1128

TOWSON, MD

Past

September 6, 1983 - January 25, 1984

FORESTERS FINANCIAL SERVICES, INC.

CRD#: 305

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

WEALTHCARE CAPITAL PARTNERS, LLC

CRD#: 330300 / SEC#: 801-129749

RIA

Registered Investment Advisory firm - (4/24/2024 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Arizona
(6/1/2023)

Arkansas
(6/1/2023)

California
(6/1/2023)

Delaware
(6/1/2023)

District of Columbia
(8/17/2023)

Florida
(6/1/2023)

Maryland
(6/1/2023)

IAR

Maryland
(5/6/2024)

Massachusetts
(6/7/2023)

New Hampshire
(6/1/2023)

New Jersey
(6/7/2023)

New York
(6/1/2023)

North Carolina
(6/1/2023)

Ohio
(6/7/2023)

Pennsylvania
(6/1/2023)

South Carolina
(6/1/2023)

Texas
(6/1/2023)

Washington
(9/23/2024)

West Virginia
(6/1/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 9/9/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 7/21/1984

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 9/2/1983

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 14

Date: 1/2/2023

Compliance Officer Examination

Principal/Supervisory Exam

Series 27

Date: 10/5/1987

Financial and Operations Principal Examination

Principal/Supervisory Exam

Series 24

Date: 7/10/1985

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

WEALTHCARE CAPITAL PARTNERS, LLC

CRD#: 330300 / SEC#: 801-129749

RIA

Registered Investment Advisory firm - (4/24/2024 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

1065 Andrew Drive, West Chester, PA 19380

Mailing Address

Phone number

(804) 644-4711

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (15 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

WEALTHCARE CAPITAL PARTNERS FORM ADV2A ("DISCLOSURE BROCHURE") AND APPENDIX 1 ("WRAP FEE PROGRAM") (10/17/2025)

Regulatory assets under management

Total Number of Accounts	1,395
AUM (Assets Under Management)	$ 330,922,755

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

Similar Advisors

Brian Mckinney

COMMONWEALTH FINANCIAL NETWORK

IAR

Columbia, MD

Gary Williams

COMMONWEALTH FINANCIAL NETWORK

IAR

Columbia, MD

Lawrence Leitch

LPL FINANCIAL LLC

IAR

TOWSON, MD

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Craig G. Fischer

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Craig Guy Fischer's CRS (Customer Relationship Summary).

Certified licenses

Experience

M. S. HOWELLS & CO.

ATLANTIC FINANCIAL SERVICES, INC.

CHAPIN, DAVIS

JONES FALLS SECURITIES INC.

ATLANTIC SECURITIES, INC.

FORESTERS FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

WEALTHCARE CAPITAL PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 9/9/1983

Series 99TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 7/21/1984

Series 6

Date: 9/2/1983

Series 14

Date: 1/2/2023

Series 27

Date: 10/5/1987

Series 24

Date: 7/10/1985

FINRA

Current Firm

WEALTHCARE CAPITAL PARTNERS, LLC

Contact information

SEC notice filing (15 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WEALTHCARE CAPITAL PARTNERS, LLC

TRUST BUT VERIFY

Contact information

Similar Advisors