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Paul Edward Fair

Advisor at Paul Fair Associates, LLC — Birdsboro, PA

Updated today

Credentials

Series 63, Series 65

Experience

22 years

Location

Birdsboro, PA 19508

Paul Fair Associates, LLC logo

Paul Fair Associates, LLC

Independent

Total advisors

1

Clients per advisor

12 Typical

Avg AUM per client

$300,000 Low

HNW client ratio

0% Low

About

Paul Fair is the principal of Paul Fair Associates, LLC, an independent advisory firm, and holds Series 63 and Series 65 designations. He has 22 years of industry experience and has operated his own firm since 2000. In addition to advisory services, he is licensed to sell fixed insurance and fixed annuity products. Paul Fair Associates, LLC provides investment advisory services primarily to individuals and high-net-worth clients, offering managed accounts and one-time financial planning. The firm customizes asset allocation and investment strategies based on client objectives, risk tolerance, and time horizons, employing various approaches including discretionary and non-discretionary management.

Client services

Based on Paul Fair Associates, LLC

Portfolio management Educational seminars or workshops

Expertise

Based on Paul Fair Associates, LLC

Annuities

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Fee options

Percentage

1.00% - 1.75% annually, based on amount of assets under management and complexity of services

Commissions

Commission-based insurance products may be offered by owner, who is a licensed insurance agent.

Location

Birdsboro, PA

334 Washington Street

Birdsboro PA 19508

Advisors at this office

1

Most active in

Pennsylvania

Work history

22 years of industry experience

Paul Fair Associates, LLC

2000 - Present • 26 years

Birdsboro, PA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Adam S

Series 65

Pottstown, PA

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General retirement planning Social Security optimization Charitable giving & philanthropy Tax-loss harvesting Business ownership considerations Retired
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Stephen E

CFP®, Series 63

Morgantown, PA

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Stephen Elliker is a CFP®-credentialed financial advisor with five years of industry experience, currently serving clients through his independent firm, Elliker Financial. Before founding his firm in 2025, he worked at Rodgers & Associates, Ltd., The Vanguard Group, Inc., Compass Ion Advisors, LLC, and Chartwell Investment Partners. Outside of finance, he is co-owner of Elliker Cookie Company, where he manages scheduling, business development, and sales. Elliker Financial provides wealth management and financial planning services to individuals, high-net-worth households, and small businesses. The firm’s investment approach combines active and passive strategies based on modern portfolio theory and incorporates ESG portfolios, managing accounts on a discretionary basis tailored to clients’ risk tolerance and goals.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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Michael S

Sinking Spring, PA

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Michael Shearer is the sole advisor at WealthPenn.com LLC, an independent advisory firm based in Sinking Spring, PA. He holds a Certified Public Accountant credential and has four years of industry experience. Outside of advisory services, he maintains accounting-related business activities. WealthPenn.com LLC provides online, fee-based investment advisory and financial planning services to high-net-worth families, individuals, trusts, pension and profit-sharing plans, corporations, and other business entities. The firm’s investment approach uses fundamental analysis and a long-term purchase orientation tailored to each client’s financial circumstances, objectives, and risk tolerance.

Wealth management College savings (529s, UTMA, etc.) Business exit / sale strategy Founder/Business Owner HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
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Scott F

Series 65

Wyomissing, PA

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Scott Foster is the sole advisor at Foster Investment Management, LLC, an independent advisory firm based in Wyomissing, PA. He holds a Series 65 designation and has 16 years of industry experience. Prior to founding his firm, Foster briefly worked at Backcountry Edge in 2016. Foster Investment Management is a state-registered, fee-only firm providing investment management services to individuals and trusts. The firm uses a core-and-satellite approach combining passively managed index funds with actively managed satellite holdings, offering both discretionary and non-discretionary account management tailored to client objectives.

Passive / index investing Active portfolio management
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William M

Series 63, Series 65

Pottstown, PA

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William Mccartin is a financial advisor with First Financial Security, LLC, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been associated with MML Investors Services, Inc. since 1995. First Financial Security, LLC is a state-registered independent investment adviser serving individual clients with approximately $9.6 million in non-discretionary assets across 27 accounts. The firm employs both fundamental and technical analysis to implement long-term, short-term, and trading strategies, managing accounts primarily on a non-discretionary basis and offering individualized portfolio management alongside limited securities advice and special consultation engagements.

Active portfolio management
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Francis P

Series 63, Series 65

Mohnton, PA

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Retirement income strategy Options & derivatives strategies
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