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About FiscalWise, Inc. |
FiscalWise was envisioned in 1984 by William 'Bill' Heidig, CFP®. His experience and perspectives provide clients assurance that their best financial interests are served. The advice provided is valued many times more then the invoiced fees our loyal clients pay as retainer clients to receive our advice and service.
Our focus is to instill in our clients three clear tenets: the value of information, the value of hard work, and the value of understanding alternatives before decisions are made. All finances are interrelated. Our review of primary documents--including tax returns, estate plans, employer agreements, insurance policies, income and businesses -- helps us identify issues and consider practical solutions.
FiscalWise is truly client-centric. We meet clients without having any preconceptions about their situation. Our first objective is to know and understand our client and find out where they are, what?s important to them, where they want to be, and their willingness to make that happen.
FiscalWise continues to provide a nurturing, collaborative environment for clients, along with a fresh, new vision. To earn the trust of clients through personal integrity, confidentiality and superb attention to detail in both financial matters and personal situations is our objective. |
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General Information |
| Years of Experience in Financial Services: |
34
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| Name of Custodial Firm: |
Fidelity
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| Number of Years with Current Firm: |
13
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| Work with the following types of clients: |
Businesses, Individual Investors
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| States Willing to do Business in: |
PA, DE, NJ
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Education |
| Academic Background |
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| Graduate Naval Science Institute - 1975
Penn State University, B.S. in Accounting - 1977
College for Financial Planning, Certified Financial Planner (CFP) 1984
Widener University, MBA - HMSA - 1996 |
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Services |
| Investment Types: |
Mutual Funds, Options & Futures, Bonds, Stocks, Annuities, Insurance, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
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| Can meet clients in the following ways: |
Your Office, Phone, Our Office, Your Home
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Qualifications & Memberships |
| Certifications, Accreditations & Designations: |
CERTIFIED FINANCIAL PLANNER™ Certificant
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| Securities Licenses: |
Series 65
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| Financial Organization Memberships: |
National Association of Personal Financial Advisors (NAPFA)
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| Non-Financial Organization Memberships: |
Rose Tree Media Optimist - President - 2009-2010
Union League of Philadelphia
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Firm Information |
| Assets Managed by Firm: |
$12,000,000
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| Advisor's Number of Clients: |
22
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| Firm's Number of Clients: |
22
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| Firm's Number of Planning Clients: |
22
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Compliance |
| Criminal Disclosures in Last 5 years: |
Have a clean record
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| Compliance Disclosures in Last 5 years: |
Have a clean record
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| Registered Investment Advisor: |
Yes
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| Acknowledged fiduciary: |
Yes
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Compensation and Fees |
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| Fee % Based on Assets: |
.8%
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| Additional Details on Charges: |
A fee schedule and quote is provided for agreement.
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| Compensation Methods: |
Based on Assets, Hourly, Flat Fee
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| Minimum Portfolio Size for New Managed Accounts: |
$100,000
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| Minimum Fee Charged for Flat Fee Accounts: |
$2,500
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