Haisman Wealth Management, Inc.
Haisman Wealth Management, Inc. (CRD# 108640) is a financial advisory firm headquartered in Fort Myers, FL. They manage $8,107,280 in 75 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management8MILLION
Total Number of Accounts75ACCOUNTS
Average Account Value$108,097
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Donald Haisman (CRD# 808859) is an Investment Advisor Representative working at Haisman Wealth Management, Inc. in Fort Myers, FL and has over 34 years of experience in the finance industry. Donald Haisman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.