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Fiscal Wisdom Wealth Management LLC

Headquartered in CANTON, CT

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Firm Information

Fiscal Wisdom Wealth Management LLC is a registered investment advisor based in Canton, CT. The firm provides financial planning, portfolio management for individuals, educational seminars, and other advisory services. With 13 licensed agents and 13 investment adviser representatives, Fiscal Wisdom manages over $213 million in assets for 2,064 accounts, primarily for individuals other than high-net-worth clients. The firm also acts as a solicitor to other investment advisors.

Fiscal Wisdom Wealth Management LLC

61 MAPLE AVENUE

CANTON, CT 06019

$213.79M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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solicitor to other ia's

Solicitor to other ia's

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Solicitor fees

Branch Locations (14)

FISCAL WISDOM WEALTH MANAGEMENT LLC has a total of 14 branch locations across the country.
location

Canton, CT

location

Thomaston, CT

location

SAN FRANCISCO, CA

location

Cupertino, CA

location

Watertown, CT

location

Manchester, NH

location

Delray Beach, FL

location

Bremerton, WA

location

CANTON, CT

location

Atlanta, GA

location

Hilo, HI

location

San Francisco, CA

location

Santa Rosa, CA

location

Raleigh, NC

Advisors at Fiscal Wisdom Wealth Management LLC

View All 10 Advisors
Unclaimed
Michael Alfonse Baratta

CFC®, RA

CANTON, CT

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Benjamin Graham Stille

RA

CANTON, CT

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Max D Isaacman

RA

CANTON, CT

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Unclaimed
Richard Allen Bean

CFP®, RA

CANTON, CT

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Unclaimed
Shih hua Liu

RA

Cupertino, CA

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Unclaimed
Michael Edward Chadwick

CFP®, CFC®, RA

CANTON, CT

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Unclaimed
Jessica Martin

RA

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Unclaimed
Renee Eva Amochaev

RA

CANTON, CT

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Disclosures

There are no public disclosures for Fiscal Wisdom Wealth Management LLC.

Frequently Asked Questions (10)

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