I think you have a great portfolio which is poorly managed. I see little in the way of tax planning and a pretty much hodge podge. Not to be critical of you because I've been there.
I would stay away from Fisher. What they seem to sell is "come with us and you'll be swimming with the BIG BOYS! I'm neither impressed with your nickle and dimer Edward Jones joker err broker. What I did was read some books till I found an author who matched my investment strategy. My strategy is based around efficient frontier and modern portfolio theory. I contacted the author who is an investment advisor as well and put some money with him, $1M and he invested the million according to the MPT tenents. About ten minutes after that the market blew up. But since MPT takes volatility into account that million went down about 30% less than my S&P funds over the same period and was back to zero a couple years faster than the S&P recovered. The other thing he did was to order my entire portfolio even he funds the was not managing in a aggregator (Black Diamond Reporting) so I could actually understand what my portfolio was doing. My money is warehoused at Fidelity and Vanguard. He is strictly paid a yearly percentage and is not a salesman for fund companies. I'm at Vanguard because of Admiral Bond funds for example. After a while I could see the MPT portfolio's advantage and invested the whole shootin match with him. All of the money remains in my control since he sells me advice at a fixed percent 0.5% for my particular portfolio size. He also provides me some insurance in case I kick the bucket. My retirement withdrawal plan extends well into he future and takes into account things like RMD and when to take SS and when my wife should take SS. If I go she will have continuity regarding how our future is funded, and my kids are also included in the plan. So that 0.5% buys me portfolio efficiency, tax efficiency, and continuity. He doesn't sell me marked up bonds, I go to Vanguard and buy my own damn bonds based on his allocation. If I don't like his advice I can argue my point and do what I want. Thing is he usually is right.
He also took my tax situation into account and helped me develop an effective tax plan for retirement. He wrote a book on that as well, "The Overtaxed Investor" available at Amazon. He reviews my portfolio quarterly, helps me tax loss harvest and is a phone call away if I have a question. I'm interested in some of the esoteric points of investment and he is a wealth of information of where to look and what to read, that is beyond some "money magazine" level of information.
There is plenty to do in retirement. What you buy back in retirement is your time and that's not trivial. I FIRE'd twice. Once in 2010 and again this year. In 2010 a business opportunity fell into my lap and I decided to take it, sold it out in 2014, contracted to continue running it till earlier this year. I looked at my SS earnings statement this year and realized I already made all the money and continuing working was just gilding the lily, so once I maxed out SS for his year I quit. It's very liberating and stress reducing. Pick a day make a plan and talley ho'
