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Fisher Investments Reviews

Rated 2.4 based on 27 Reviews

6500 International Pkwy, Plano, TX 75093, United States

Investment & Wealth Plano

Published on
July 10, 2025
Last updated
July 10, 2025

Reviews Summary

Reviewers display mixed sentiment regarding Fisher Investments' investment services, with opinions ranging from dissatisfaction over high fees and customer service issues to strong endorsements of advisor dedication and portfolio results. While some clients remain critical of sales tactics and communication lapses, others praise specific advisors and note meaningful financial outcomes, especially in the Dallas–Fort Worth area.

Frequent themes include commentary on staff professionalism, the responsiveness of advisors, and quality of investment planning. Positive feedback often highlights regular portfolio reviews, the provision of educational seminars, and a personalized approach compared to larger institutions. Critiques point out issues like aggressive marketing, missed communication commitments, and concerns over cost structure versus value.

Overall, Fisher Investments is recognized for its impact in Texas, particularly in Dallas and Fort Worth, with some customers reporting superior returns and individualized attention. However, concerns about service consistency and aggressive outreach temper the positive remarks, resulting in a reputation that varies significantly depending on client experience.
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What Customers Are Saying About Fisher Investments?

we have been with Fisher Investments for 3-4 months now and WE LOVE the results

advisors have been nothing but OUTSTANDING and HIGH PERFORMING

team delivers on their commitments

educational seminars that are very helpful and quite informative

superior to what we had before

Excellent Investment company

they treat me as a person and partner

very experienced and knowledgeable

great details on working with Fisher investments

seeing great returns

Trustguide extracts key phrases from reviews about Fisher Investments and sort them by sentiment. This gives you a quick view of what customers consistently praise or raise concerns about—without needing to read every review.

Satisfaction Score

Based on the set of reviews used to generate this report, it appears that 50% of Fisher Investments's customers had a positive experience.

Positive
50%
Neutral
10%
Negative
40%

Fisher Investments Ratings

5

As of Based on 27 revies as of Jul 10, 2025

Fisher Investments Score

50%

As of Based on 27 revies as of Jul 10, 2025

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Customer Reviews

As of Jul 10, 2025, 27 customers have reviewed this business and rated it 2.4 Star out of 5. Trustguide conducted an in-depth analysis of Fisher Investments's publicly available reviews View source

Lee Ann Lowe rated Fisher Investments 1 stars
2 weeks ago
They are horrible. Their commercials say they are different. I agree. They are different alright, they take all of your money in their high fees. Run! Biggest mistake ever to move our investments to them. High fees. All talk and no results. Horrible customer service. Poor investment strategy. Yuk!
Jeremy Morrison rated Fisher Investments 5 stars
11 months ago
Ok facts discussion...not emotional drama filled statements with these foolish comments from others. Firstly, these comments about spam calls are ridiculous and with no merit whatsoever, that's not a real review. Secondly, actual reviews are about performance of a service and/or product and your overall customer experience, nothing more. Finally and more importantly, we have been with Fisher Investments for 3-4 months now and WE LOVE the results! Our advisors have been nothing but OUTSTANDING and HIGH PERFORMING! Not only do we get consistent reviews and discussions about our wealth portfolio, but Fisher offers educational seminars that are very helpful and quite informative. Not to mention you get a free lunch and/or dinner out of the deal which is very accommodating. This team specifically in DFW is by far superior to what we had before (and they were decent) and I'm thrilled to finally have a team fully dedicated and committed to taking our investments to our end goal, which I know they will make happen. Action is everything to me, and this team delivers on their commitments, where others simply DO NOT. Please don't read into these useless negative comments, actually give them a call, interview them vigorously, and you will find they would be a great fit for you and your family's future, just trust me on this and find out for yourself. Our advisor is Katie in the local Plano office, I highly recommend her and the entire team.
Duke Clover rated Fisher Investments 5 stars
11 months ago
Excellent Investment company. Been with them 3 year and they have been fantastic. Returns are far better then my Vanguard account and they treat me as a person and partner in my Investments and not just an account. Highly recommended.

Frequently Asked Questions About Fisher Investments

Do Fisher Investments advisors provide personalized attention?

Yes, several reviews mention that advisors at Fisher Investments offer individualized attention and regular portfolio reviews, distinguishing the company from larger institutions that may provide a more generic approach.

How responsive is Fisher Investments in terms of client communication?

Feedback is mixed. Some clients praise consistent communication and advisor availability, while others report issues with follow-up and missed meeting confirmations, indicating variability in communication depending on the advisor or office.

Where are Fisher Investments advisors located in Texas?

Customer reviews reference advisor offices in areas such as Dallas, Plano, and Fort Worth. Clients can speak directly with local advisors and schedule consultations at these regional locations.

About Fisher Investments

Investment & Wealth
Fisher Investments is a financial advisory firm specializing in investment management and portfolio consulting services for individuals and families. The company operates within the financial services industry and offers its services through in-person offices, with advisors located in various cities including Dallas and Fort Worth.

The company utilizes a team-based approach, engaging clients via one-on-one consultations, regular portfolio reviews, and educational seminars. Services are initiated through online inquiries or direct outreach, and clients communicate with local advisors for ongoing financial planning and investment guidance. Meetings and follow-ups are scheduled to address individual client needs and strategies.
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How is this report generated

Trustguide generates concise, neutral summaries of business reviews. By analyzing publicly available feedback from reputable platforms, it highlights common experiences, praises, and concerns. This allows users to quickly understand a business’s reputation without reading every individual review.4o
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