Adair Financial Private Client Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$78,888,877
Clients
56
Advisors
1
of 2 employees
About
The firm provides financial planning, ongoing investment management, and sub‑advisory services to individuals (including high‑net‑worth clients), 401(k) plans, and businesses. Financial planning engagements are offered on hourly or fixed‑fee bases and are coupled with coaching sessions, while investment management is available on both discretionary and non‑discretionary terms.
Its investment process centers on asset‑allocation models that rely largely on mutual funds and ETFs and favors passive management with periodic rebalancing; the firm also employs fundamental, technical, and cyclical analysis as appropriate. The firm routinely uses third‑party sub‑advisers and separately managed account programs (including AssetMark, Absolute Capital, Dunham, and Lear) and may delegate discretionary authority to those sub‑advisers.
Distinctive features disclosed in the brochure include that the firm’s managing officer is also a registered representative with a broker‑dealer (LPL Financial) and is licensed to sell life and health insurance, arrangements that can result in commission‑based compensation. The firm also discloses prior FINRA arbitration matters involving its managing officer and notes referral/compensation arrangements with other advisers, which are potential conflicts discussed in its disclosures.
Client services
Expertise
Fee options
Comprehensive financial planning fixed fees range between $1,000 and $10,000.
$0 - $4,999,999: 1.75% $5,000,000+: 1.50%
Commissions received by Managing Officer from securities sales through LPL Financial; insurance commissions also received.
Financial planning hourly rate ranges from $100/hour to $400/hour.
Fee-only: Financial planning services offered on hourly and fixed fee basis. Investment management fees are asset-based.
Main office
West Chester PA
Advisors at this office
1
Most active in
Florida · Georgia · New York · Ohio · Pennsylvania · Texas
Also doing business as
Adair Financial Private Client Group · Adair Financial Private Client Group LLC · Conner Financial · Kubiak Financial · Private Wealth Planning Group LLC · The Investment Center
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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