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Peter Fisher Crowell (Tallahassee)


Peter Fisher Crowell is an adviser based in Tallahassee. It manages $48 million of regulatory assets for 279 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdiction of Florida.




Peter Fisher Crowell provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Peter Fisher Crowell: assets under management

The assets under management (AUM) of Peter Fisher Crowell is $48 million. The firm's AUM has grown by 45% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $47.4 million in discretionary accounts and $600 thousand in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $170.5 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $600 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Peter Fisher Crowell for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Tallahassee

The principal office where Peter Fisher Crowell performs its advisory services is located at 3848 Killearn Court, Tallahassee, FL 32309 The mailing address of the firm is P.O. Box 13329, Tallahassee, FL 32317 3329. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 850-224-5513 or by fax 850-224-7924. The normal business hours are 8:30am - 4:30pm on Monday - Friday.


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