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CF

Craig G. Fischer

WEALTHCARE CAPITAL PARTNERS
TOWSON, MD 21286
CRD#: 1175938
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CF
Craig Guy FischerWEALTHCARE CAPITAL PARTNERS

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.
The advisor shows no other business activity.

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
BD
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

BD
CRD#: 28116
BALTIMORE, MD
Past

May 3, 1989 - April 10, 1991

JONES FALLS SECURITIES INC.

BD
CRD#: 1437
BALTIMORE, MD
Past

March 9, 1984 - June 1, 2023

ATLANTIC SECURITIES, INC.

BD
CRD#: 1128
TOWSON, MD
Past

September 6, 1983 - January 25, 1984

FORESTERS FINANCIAL SERVICES, INC.

BD
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".
WC
WEALTHCARE CAPITAL PARTNERS, LLC
ATLANTIC FINANCIAL SERVICES INC. | WEALTHCARE CAPITAL PARTNERS, LLC | VERITY FINANCIAL PLANNING | FELLOWS TOO | FELLOWS | FELLOW & BLAKE

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.
RR
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

RR
Arizona
(6/1/2023)
RR
Arkansas
(6/1/2023)
RR
California
(6/1/2023)
RR
Delaware
(6/1/2023)
RR
District of Columbia
(8/17/2023)
RR
Florida
(6/1/2023)
RR
Maryland
(6/1/2023)
IAR
Maryland
(5/6/2024)
RR
Massachusetts
(6/7/2023)
RR
New Hampshire
(6/1/2023)
RR
New Jersey
(6/7/2023)
RR
New York
(6/1/2023)
RR
North Carolina
(6/1/2023)
RR
Ohio
(6/7/2023)
RR
Pennsylvania
(6/1/2023)
RR
South Carolina
(6/1/2023)
RR
Texas
(6/1/2023)
RR
Washington
(9/23/2024)
RR
West Virginia
(6/1/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 9/9/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


WC
WEALTHCARE CAPITAL PARTNERS, LLC
ATLANTIC FINANCIAL SERVICES INC. | WEALTHCARE CAPITAL PARTNERS, LLC | VERITY FINANCIAL PLANNING | FELLOWS TOO | FELLOWS | FELLOW & BLAKE

CRD#: 330300 / SEC#: 801-129749

RIA
Registered Investment Advisory firm - (4/24/2024 Approved)
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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
14

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 Accounts1,395
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.

Company Information


WEALTHCARE CAPITAL PARTNERS, LLC

CRD#: 330300Towson, MD 21286

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Contact information


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