A complete list of active advisors currently associated with Catharine Fairley Planning Group LLC

Warmer can help you find a great advisor at Catharine Fairley Planning Group LLC or one who fits your needs even better.

The firm provides fee-only, hourly financial planning to individuals, business owners and trustees and offers related tax planning, tax preparation and litigation-support services through a separately owned CPA practice. The principal holds CPA, CFP and CDFA credentials, and many financial planning clients also use the related tax firm’s services though tax work is not required. The firm’s investment advice emphasizes a long-term buy-and-hold approach using diversified, no-load mutual funds and ETFs selected with Morningstar ratings and fundamental analysis, and it may recommend dollar‑cost averaging for new investments. The firm does not manage client assets, does not accept custody or discretionary authority, and expects clients to implement recommendations while offering periodic reviews and assistance with employer retirement plan choices. Distinctive features include the formal affiliation with a tax and accounting practice and a significant focus on tax and divorce-related financial services; the principal devotes a majority of professional time to tax and divorce work while providing planning on an hourly basis. The practice maintains a small client base, bills only by the hour, does not charge percentage-of-AUM fees, does not receive commissions, and does not participate in wrap-fee or asset-management programs, creating a planning-focused, non-implementation service model.

To learn more about the advisors currently working at Catharine Fairley Planning Group LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.