Haisman Wealth Management, Inc.

Haisman Wealth Management, Inc. (CRD# 108640) is a financial advisory firm headquartered in Fort Myers, FL. They manage $8,547,000 in 88 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    88
    ACCOUNTS
  • Average Account Value
    $97,125
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL

Financial Advisors at Haisman Wealth Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Donald L. Haisman
CRD#: 808859
6830 Porto Fino Circle, Suite One, Fort Myers, FL 33912
86
Wealthminder
score

Donald Haisman (CRD# 808859) is an Investment Advisor Representative working at Haisman Wealth Management, Inc. in Fort Myers, FL and has over 33 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.