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RIA / WealthAdvisorCertified Financial Planner14 years in industry

Desiree Fisher

Advisor at WEALTH MORE ENTERPRISE, INC.

New York, NY | PHILADELPHIA, PA | WASHINGTON, DC

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Search this name across graphsid dfx:ria:a5ba19c9-bcef-ab59-6002-197a066f07eb

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 6
On other graphs: 0
Observed: Aug 3, 2021 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WEALTH MORE ENTERPRISE, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 2
Registered states: 2
Designations: Certified Financial Planner
Exams: S65
First exam: Jul 19, 2021
First registration: Aug 3, 2021
Dual registered: no
IAPD individual key: 7419958

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WEALTH MORE ENTERPRISE, INC.	Independent wealth	Jan 15, 2026	n/a	yes	PHILADELPHIA, PA\|New York, NY	Current employment
CAPITAL AREA PLANNING GROUP	Former SEC adviser	Oct 18, 2024	n/a	yes	WASHINGTON, DC\|New York, NY	Current employment
WEALTH MORE ENTERPRISE, INC.	Independent wealth	Aug 28, 2024	Dec 31, 2025	no	PHILADELPHIA, PA\|New York, NY	Previous registration
CIC WEALTH, LLC	Former SEC adviser	Mar 15, 2023	Dec 31, 2024	no	NEW YORK, NY\|ROCKVILLE, MD	Previous registration
FREEMAN CAPITAL ADVISORS	Former SEC adviser	Sep 1, 2022	Dec 31, 2022	no	CHARLOTTE, NC	Previous registration
FRANCIS FINANCIAL	Independent wealth	May 11, 2022	Jul 15, 2022	no	NEW YORK, NY	Previous registration
ORIGIN INVESTMENT ADVISORY LLC	Independent wealth	Jan 7, 2022	Mar 25, 2022	no	NEW YORK, NY\|SARASOTA, FL	Previous registration
FREEMAN CAPITAL ADVISORS	Former SEC adviser	Aug 3, 2021	Apr 20, 2022	no	New York, NY\|CHARLOTTE, NC	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WEALTH MORE ENTERPRISE, INC.	CAPITAL AREA PLANNING GROUP	Dec 31, 2025	Oct 18, 2024	-439	Firm change after gap	Other
CIC WEALTH, LLC	WEALTH MORE ENTERPRISE, INC.	Dec 31, 2024	Aug 28, 2024	-125	Firm change after gap	Other
FREEMAN CAPITAL ADVISORS	CIC WEALTH, LLC	Dec 31, 2022	Mar 15, 2023	74	Firm change	RIA to RIA
FRANCIS FINANCIAL	FREEMAN CAPITAL ADVISORS	Jul 15, 2022	Sep 1, 2022	48	Firm change	RIA to RIA
FREEMAN CAPITAL ADVISORS	ORIGIN INVESTMENT ADVISORY LLC	Apr 20, 2022	Jan 7, 2022	-103	Firm change after gap	Other
ORIGIN INVESTMENT ADVISORY LLC	FRANCIS FINANCIAL	Mar 25, 2022	May 11, 2022	47	Firm change	Other

Relationships

Registered with (6)

→ WEALTH MORE ENTERPRISE, INC.Registered adviserregistration: previous registration
Aug 28, 2024 to Dec 31, 2025factForm ADV
→ CAPITAL AREA PLANNING GROUPRegistered adviserregistration: current employment
Oct 18, 2024 to presentfactForm ADV
→ CIC WEALTH, LLCRegistered adviserregistration: previous registration
Mar 15, 2023 to Dec 31, 2024factForm ADV
→ FREEMAN CAPITAL ADVISORSRegistered adviserregistration: previous registration
Sep 1, 2022 to Dec 31, 2022factForm ADV
→ FRANCIS FINANCIALRegistered adviserregistration: previous registration
May 11, 2022 to Jul 15, 2022factForm ADV
→ ORIGIN INVESTMENT ADVISORY LLCRegistered adviserregistration: previous registration
Jan 7, 2022 to Mar 25, 2022factForm ADV

Dated events

Occurred
Dec 31, 2025
Advisor changed firm
Desiree Fisher left Wealth More Enterprise, Inc. for Capital Area Planning Group (registered 2024-10-18)
Form ADVobserved 4 days ago
Occurred
Dec 31, 2024
Advisor changed firm
Desiree Fisher left Cic Wealth, Llc for Wealth More Enterprise, Inc. (registered 2024-08-28)
Form ADVobserved 4 days ago
Occurred
Dec 31, 2022
Advisor changed firm
Desiree Fisher left Freeman Capital Advisors for Cic Wealth, Llc (registered 2023-03-15)
Form ADVobserved 4 days ago
Occurred
Jul 15, 2022
Advisor changed firm
Desiree Fisher left Francis Financial for Freeman Capital Advisors (registered 2022-09-01)
Form ADVobserved 4 days ago
Occurred
Apr 20, 2022
Advisor changed firm
Desiree Fisher left Freeman Capital Advisors for Origin Investment Advisory Llc (registered 2022-01-07)
Form ADVobserved 4 days ago
Occurred
Mar 25, 2022
Advisor changed firm
Desiree Fisher left Origin Investment Advisory Llc for Francis Financial (registered 2022-05-11)
Form ADVobserved 4 days ago