Will S. Fisher

FIDUCIENT ADVISORS LLC

MCLEAN, VA 22102

Some features on this profile are disabled

CRD#: 3181836

Professional summary

Will Stratton Fisher, who also goes by Bill Fisher, is a registered financial advisor currently at FIDUCIENT ADVISORS LLC located in Mclean, Virginia.

Will is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Will has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bill Fisher

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 Will Stratton Fisher'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

March 22, 2018 - Present

FIDUCIENT ADVISORS LLC

Office #1: 1430 Spring Hill Road #320, Mclean, VA 22102

RIA

CRD#: 106720

MCLEAN, VA

Past

April 16, 2009 - March 28, 2018

ORION INVESTMENT ADVISORS, LLC

RIA

CRD#: 148966

MCLEAN, VA

Past

September 16, 2005 - March 1, 2016

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

MCLEAN, VA

Past

September 16, 2005 - March 1, 2016

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

MCLEAN, VA

Past

July 1, 2003 - September 16, 2005

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

MCLEAN, VA

Past

July 1, 2003 - September 16, 2005

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ST. LOUIS, MO

Past

April 27, 1999 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

RIA

CRD#: 7471

VIENNA, VA

Past

March 3, 1999 - July 1, 2003

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

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".

FIDUCIENT ADVISORS LLC

DIMEO SCHNEIDER & ASSOCIATES LLC | FIDUCIENT ADVISORS LLC

CRD#: 106720 / SEC#: 801-48820

RIA

Registered Investment Advisory firm - (3/27/1995 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.

Highlighted states indicate IAR registrations

IAR

Texas
(3/22/2018)

IAR

Virginia
(3/22/2018)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/18/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/11/1999

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 3/1/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 5/28/2004

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 3/2/1999

General Securities Representative Examination

Current Firm

FIDUCIENT ADVISORS LLC

DIMEO SCHNEIDER & ASSOCIATES LLC | FIDUCIENT ADVISORS LLC

CRD#: 106720 / SEC#: 801-48820

RIA

Registered Investment Advisory firm - (3/27/1995 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

500 W Madison Street Suite 3260, Chicago, IL 60661-4593

Mailing Address

Phone number

(312) 853-1000

Established

Firm type

Fiscal year end

# of Employees

218

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FIDUCIENT ADVISORS LLC PART 2A (11/25/2025)

Regulatory assets under management

Total Number of Accounts	1,150
AUM (Assets Under Management)	$ 67,638,977,771

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/10/2025	Cover Page	Report
09/30/2024	Cover Page	Report
11/14/2023	Cover Page	Report
01/23/2023	Cover Page	Report

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.

Similar Advisors

Raylonte Roach

EAGLE STRATEGIES LLC

IAR

BETHESDA, MD

Matthew Halverson

MORGAN STANLEY

IAR

Washington, DC

Erin Caines

EAGLE STRATEGIES LLC

IAR

DERWOOD, MD

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Will S. Fisher

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Will Stratton Fisher's CRS (Customer Relationship Summary).

Certified licenses

Experience

ORION INVESTMENT ADVISORS, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

PRUDENTIAL EQUITY GROUP, LLC

PRUDENTIAL EQUITY GROUP, LLC

Primary Firm SEC Registration

FIDUCIENT ADVISORS LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/18/1999

Series 63

Date: 3/11/1999

SIE

Date: 3/1/2016

Series 31

Date: 5/28/2004

Series 7

Date: 3/2/1999

Current Firm

FIDUCIENT ADVISORS LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

FIDUCIENT ADVISORS LLC

TRUST BUT VERIFY

Similar Advisors