9AT: FISCHER FINANCIAL SERVICES INC

Adviser Profile

As of Date	02/25/2026
Registration	SEC, Approved, 03/10/1988
ADV Location	HARRISBURG, PA, United States
Contact Info	717 xxxxxxx
Websites

AUM^*	636,092,927 30%
of that, discretionary	636,092,927 30%
Number of Employees	5 -17%
of those in investment advisory functions	3
Private Fund GAV^*	0
Avg Account Size	524,829 17%
% High Net Worth	24.72% 19%
SMA’s	Yes
Private Funds	0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Adviser	Hedge Fund	Liquidity Fund	Private Equity Fund	Real Estate Fund	Securitized Asset Fund	Venture Capital Fund	Other Fund	Total Private Fund GAV	AUM	#Funds
Adviser INVESTMENT MANAGEMENT ADVISORS, INC.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM56.8m	#Funds-
Adviser LEGEND FINANCIAL ADVISORS INC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM389.9m	#Funds-
Adviser GOODMAN ADVISORY GROUP, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM415.5m	#Funds-
Adviser SJBENEN ADVISORY, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM399.9m	#Funds-
Adviser CHANGING PARAMETERS, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM105.4m	#Funds-
Adviser THOMAS LEO ADVISORY, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM192.7m	#Funds-
Adviser BLUECHIP WEALTH ADVISORS LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM666.4m	#Funds-
Adviser ALIGNE WEALTH ADVISORS INVESTMENT MANAGEMENT (AWAIM)	Hedge Fund1.1m	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV1.1m	AUM224.4m	#Funds1
Adviser WULFF, HANSEN & CO.	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM144.8m	#Funds-
Adviser WELLS TRECASO FINANCIAL GROUP, LLC	Hedge Fund-	Liquidity Fund-	Private Equity Fund-	Real Estate Fund-	Securitized Asset Fund-	Venture Capital Fund-	Other Fund-	Total Private Fund GAV-	AUM533.3m	#Funds-

Brochure Summary

Overview

FISCHER FINANCIAL SERVICES, INC. is a “Registered Investment Adviser” with the U.S. Securities and Exchange Commission. Our company is a Pennsylvania Subchapter S Corporation whose sole owner is Frederick D. Fischer. We offer investment management services to INSTITUTIONS AND INDIVIDUALS on a fee for service basis. We manage many different types of accounts including Individual, Joint, IRAs, Corporate, College Savings, Trusts, Endowments, 401(k) Plans, Pension/Profit Sharing Plans, and Keogh Plans. We also offer non-discretionary investment management services to provide advice to the client’s pension plans and their trustees with respect to such matters as (1) identifying investment objectives and restrictions; (2) selecting mutual funds that plan participants can choose as their funding vehicles; (3) monitoring performance mutual funds and making recommendations for changes; (4) meeting with plan participants to discuss risk associated with investment choices; and (5)

selecting other service providers, such as custodians, administrators and broker-dealers. Since our start in 1986, we have strived to protect our clients’ best interests. We believe that each investor has a unique set of financial needs. COMMUNICATION with our clients enables us to clarify goals and develop a set of strategies for each client. Our clients also receive monthly brokerage statements, newsletters, confirmations, year-end tax information, and special reports upon request; all at no additional charge. PERFORMANCE is monitored and measured against the client’s specific investment objectives. Our professionals manage each account and are available to address questions, concerns, and provide a professional perspective. Our assets under management as of December 31, 2023, were as follows: Discretionary assets $487,944,969 Non Discretionary accounts Total assets $487,944,969

FISCHER FINANCIAL SERVICES INC

FISCHER FINANCIAL SERVICES INC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

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FISCHER FINANCIAL SERVICES INC FISCHER FINANCIAL SERVICES INC

Adviser Profile

Details

Adviser Type

Client Types

Advisory Activities

Compensation Arrangments

Reported AUM

Private Funds

Employees

Similar advisers

Brochure Summary

Overview

FISCHER FINANCIAL SERVICES INC

FISCHER FINANCIAL SERVICES INC