# Fisher Financial Group, LLC

> Fisher Financial Group, LLC is a state-registered investment advisory firm in Northbrook, IL, registered since 2010, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 5, 2026.

- CRD: 154479
- Filed as: FISHER FINANCIAL GROUP, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Northbrook, IL
- Filing period: October 2026
- Form ADV filing dated: March 5, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/154479
- AdvisorCensus page: https://advisorcensus.com/firm/fisher-financial-group-llc-northbrook-il-154479

## Quick answers

**How is Fisher Financial Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Fisher Financial Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; other.

**Where is Fisher Financial Group, LLC located?**
Fisher Financial Group, LLC's principal office is in Northbrook, IL, according to its Form ADV.

**Is Fisher Financial Group, LLC registered with the SEC or a state?**
Fisher Financial Group, LLC is a state-registered investment advisory firm, registered since 2010. Status as filed: APPROVED. CRD 154479.

**How much does Fisher Financial Group, LLC manage?**
Fisher Financial Group, LLC reports $41,066,450 in regulatory assets under management in its Form ADV filing dated March 5, 2026 (90% discretionary).

**What types of clients does Fisher Financial Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (108); high net worth individuals (8).

**Does Fisher Financial Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/154479

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Other

### Regulatory assets under management (Item 5.F)
- Total: $41,066,450
- Discretionary: $37,041,389
- Non-discretionary: $4,025,061

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 108 | $26,007,799 |
| High net worth individuals | 8 | $15,058,651 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2010 (16 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fisherfinancialgroupllc.com
- Facebook @FisherFinancialGroupLLC
- X @financialpro123

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fisher Financial Group, LLC (CRD 154479): Form ADV filing data as of October 2026.