Thomas A. Fisher
FISHER FINANCIAL STRATEGIES
CAMBRIDGE, MA
Some features on this profile are disabled
CRD#: 5077604
Professional summary
Thomas Adam Fisher, CFP®, who also goes by Tom Fisher, is a registered financial advisor currently at FISHER FINANCIAL STRATEGIES located in Cambridge, Massachusetts.
Thomas is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Thomas has worked at 1 firm and has passed the Series 65 exam.
Biography
Tom Fisher is founder and principal of Fisher Financial Strategies (FFS), an independent Registered Investment Adviser firm in Cambridge, Massachusetts. He specializes in providing Fee-only, hourly, as-needed financial planning and investment advisory services to individuals and families.
Tom’s work as a deacon in his local church led to an opportunity to serve on a national board responsible for managing church properties and overseeing a charitable endowment portfolio. Later, he took an active role in the governance of a small college as a member of its Board of Trustees. With twenty-five years of experience as a private investor in stocks, bonds, mutual funds, and real estate, Tom has first-hand knowledge of the vagaries of financial markets.
Unlike most financial planners, Tom began his professional life in the electronic materials industry. His Bachelor’s and Master’s degrees are in chemistry. After changing careers he earned a Certificate in Financial Planning from Boston University and passed the 10-hour CERTIFIED FINANCIAL PLANNER™ certification examination. Tom was authorized to use the CFP® mark of distinction in 2009.
Tom has been quoted by financial journalists in the Wall Street Journal, the New York Times, the Washington Post, and InvestmentNews.com. He writes frequently about personal finance in his web log, The FFS Blog.
(Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.)
Question & Answer
What are your service offerings?
Insurance Planning
Education Planning
Comprehensive Financial Planni...
Investment Planning
Retirement Planning
Do you have an area of expertise or specialization?
High Net Worth Client Needs
Hourly
Investment Advice without Ongo...
Medical Professionals
Middle Income Client Needs
Retirement Plan Investment Adv...
Are you a "fiduciary"?
Yes
Aliases
Tom 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.
OWNER/ACTIVE MANAGER OF RESIDENTIAL RENTAL APARTMENT-CAMBRIDGE, MA 02139-
FROM 9/1991-PRESENT.
TYPICALLY 3-5 HOURS/MONTH, OUTSIDE SECURITIES TRADING HOURS.
I OWN AND MANAGE THIS PROPERTY.
CRS (Client Relationship Summary) - RIA
Click below to view Thomas Adam Fisher's 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®
CFP®
Start date: 2009
Experience
Current
January 3, 2006 - Present
FISHER FINANCIAL STRATEGIES
RIA
CRD#: 138411
CAMBRIDGE, MA
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
Massachusetts(1/3/2006)
IAR
Rhode Island(2/1/2006)
IAR
Texas(5/3/2021)
Current Firm
FISHER FINANCIAL STRATEGIES
FISHER FINANCIAL STRATEGIES | FISHER, THOMAS ADAM
CRD#: 138411 / SEC#:
Massachusetts
Registered Investment Advisory firm - (1/3/2006 Approved)Rhode Island
Registered Investment Advisory firm - (2/1/2006 Approved)Texas
Registered Investment Advisory firm - (4/22/2021 Conditional Restricted)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
Cambridge, MA
Mailing Address
245 First Street Suite 1800, Cambridge, MA 02142
Phone number
(617) 444-8555
Established
Firm type
Fiscal year end
# of Employees
1
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.
