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FISCALIS ADVISORY, INC.
CRD 126934
2415 T AVENUE, SUITE 203, ANACORTES, WA, 98221, United States
Phone
949-429-5995
Fax
949-429-5996
Registration
— (—)
Source
State registered
Total AUM
$46.8M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)TAX AND ESTATE PLANNING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 8 | $3.9M |
| High net worth individuals | 16 | $42.9M |
All web addresses on file
Official SEC filing: View on IAPD