Isto Advisors, Llc
- Regulatory AUM
- $1.1B
- Discretionary
- $999M
- Clients
- 404
- Avg AUM / client
- $2.6M
- Accounts
- 2,533
- Employees
- 27
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 21, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 114 | $50.3M | 4.73% |
| High net worth individuals | 244 | $977M | 91.8% |
| Pension and profit sharing plans | 5 | $14.9M | 1.4% |
| Charitable organizations | 41 | $13.1M | 1.23% |
| Corporations and other businesses | Fewer than 5 | $9.2M | 0.86% |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Christopher Arthur Fisher | Owner | CFA | Jul 2004 (22y) | ≈ 18.75% – 50% via Fisher Financial Partners, Inc |
| Paul Edmund Housey | Owner | CFP | Jul 2012 (14y) | ≈ 18.75% – 50% via Flipside Consulting, Llc |
| Kara Rebecca Mitchell | Member | CFP | Oct 2016 (10y) | Less than 5% |
| Jill Jordan Wall | Member | CFA | Jan 2023 (4y) | Less than 5% |
| Tyler David Decoster | Member | CFP | Jan 2023 (4y) | Less than 5% |
| Kathryn Mary Gillman | Registered representative | CFP | Sep 2017 (9y) | |
| Joshua David Kinnee | Registered representative | CFP | Jan 2019 (8y) | |
| Michael Anthony Vendittelli | Registered representative | CFP | Jul 2020 (6y) | |
| Adam John Legg | Registered representative | CFP Chartered Financial Consultant | Aug 2022 (4y) | |
| Julia Madelyn Maguran | Registered representative | CFP | Feb 2024 (2y) | |
| Makaella Caruth | Registered representative | CFP | Jul 2024 (2y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Fisher Financial Partners, Inc | Managing Member | Sep 2016 | A | 25% – 50% |
| Flipside Consulting, Llc | Managing Member | Sep 2016 | A | 25% – 50% |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Christopher Arthur Fisher: 75% – 100% of Fisher Financial Partners, Inc × 25% – 50% direct ≈ 18.75% – 50% of the firm
- Paul Edmund Housey: 75% – 100% of Flipside Consulting, Llc × 25% – 50% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (2 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/20/2026 | 974 KB | View · PDF · Source ↗ |
| Form ADV (full filing) | 03/26/2026 | 970 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $889M (84% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 21, 2026.
View current Form ADV (SEC/IAPD) ↗