FAI Advisors, Inc. logo

FAI Advisors, Inc.

Updated today

Client AUM

$300,592,763

Clients

363

Advisors

5

of 11 employees

About

FAI Advisors provides discretionary investment management, financial planning, and consulting to individuals (including high-net-worth clients), pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers portfolio construction and ongoing monitoring, individual consulting engagements on topics like retirement or estate planning, and may select sub‑advisers to manage client assets when appropriate.

The firm uses a mix of fundamental and technical analysis, mutual fund and ETF screening, and asset-allocation strategies, with an emphasis on long-term purchases where suitable for a client’s objectives, and conducts ongoing reviews of sub‑advisers and model strategies. FAI also makes available insurance-based investment programs (including annuity advisory arrangements administered through Jackson National) and offers client access to SEI Investments Management Corporation’s Managed Account Solutions (MAS) wrap program through a sub‑advisory agreement.

Notably, the firm’s principals are separately licensed to market insurance products and disclose spending significant portions of their time on insurance business, creating potential conflicts of interest when insurance solutions are recommended; the brochure explains these conflicts and steps the firm takes to address them. The advisers also have ownership interests in related businesses — including a business‑succession planning firm and a behavioral neuroscience coaching program used as part of planning — which the firm discloses as additional non‑advisory activities.

Client services

Financial planning Portfolio management Selection of other advisers Consulting services

Expertise

Annuities Business succession planning

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Fee options

Fixed

One-time fixed fees for consulting services as determined by Consultant and specified in client agreement.

Percentage

$0 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.85% $2,000,000 - $3,000,000: 0.75% $3,000,000 - $5,000,000: 0.65% $5,000,000 - $10,000,000: 0.55% $10,000,000+: 0.45%

Other

Fee-only: Consulting Services fees are negotiated per client agreement; may include one-time fixed fees or annual fees; no more than $1,200 charged more than six months in advance.

Main office

27500 Drake Rd., Suite 110

Farmington Hills MI 48331

Advisors at this office

5

Most active in

Florida · Michigan · New Hampshire · North Carolina · Texas

Also doing business as

Fai Advisors, Inc. · Financial Architects, Inc.

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Chavez V

Series 66

Farmington Hills, MI

FAI Advisors, Inc.

Chavez Vincent is a financial advisor with FAI Advisors, Inc. based in Farmington Hills, MI. He holds the Series 66 designation and has 11 years of industry experience. His prior roles include positions at O.N. Investment Management Company, The O.N. Equity Sales Company, and Ohio National Financial Services, all since 2015 or 2016. Vincent is also involved in non-registered insurance sales, focusing on life, disability, and fixed annuity products. FAI Advisors provides discretionary investment management, financial planning, and consulting services to individuals, pension plans, trusts, estates, charitable organizations, and business entities. The firm employs a mix of fundamental and technical analysis and emphasizes long-term investment strategies, while also offering insurance-based investment programs and access to managed account solutions.

Annuities Business succession planning
user avatar

Patrick M

Series 63, Series 65

Farmington Hills, MI

FAI Advisors, Inc.

Patrick Marody is a financial advisor with FAI Advisors, Inc. in Farmington Hills, MI, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with ON Investment Management Co., THE O.N. Equity Sales Company, General American Life Insurance Company, and Mutual Benefit Life. Outside of his advisory role, he is involved in insurance sales and managing non-investment businesses including consulting/coaching through Empowering Futures, LLC and business succession planning with B Trace Partners/Q5. FAI Advisors provides discretionary investment management, financial planning, and consulting services to individuals—including high-net-worth clients—pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a combination of fundamental and technical analysis, mutual fund and ETF screening, and asset allocation strategies focused on long-term investment objectives, with additional offerings such as insurance-based investment programs and access to managed account solutions.

Annuities Business succession planning
user avatar

Bryan A

Series 63, Series 65

Farmington Hills, MI

FAI Advisors, Inc.

Bryan Azzo is a financial advisor at FAI Advisors, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he is involved with FinancePros, LLC and FinancePros Lending, LLC, where he oversees mortgage financial services operations. FAI Advisors, Inc. provides discretionary investment management and consulting to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $301 million for about 516 clients, offering tailored portfolio management and focused consulting on retirement and estate planning using fundamental and technical analysis, asset allocation, and a long-term investment approach.

Annuities Business succession planning
user avatar

Christopher C

ChFC®, Series 63, Series 65

Farmington Hills, MI

FAI Advisors, Inc.

Christopher Cousins is a ChFC® credentialed financial advisor with 33 years of industry experience. He is affiliated with FAI Advisors, Inc. and has held roles at The O.N. Equity Sales Company, Ohio National Financial Service, and Capital Planning Solutions, LLC. Cousins serves on the boards of Westside Christian Academy and the Face Foundation, and is involved with the Cousins Foundation as an authorized party. He is also the managing member of Empowering Futures, LLC and B Trace Partners/Q5, both non-investment related businesses focused on coaching and business succession planning. FAI Advisors, Inc. provides discretionary investment management and consulting services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm employs a team of five advisors and manages approximately $301 million, offering tailored portfolio management and consulting with an emphasis on long-term investment strategies and the use of sub-advisers.

Annuities Business succession planning
user avatar

Clifford R

CFP®, Series 63, Series 65

Farmington Hills, MI

FAI Advisors, Inc.

Clifford Robison is a CFP® with 28 years of industry experience, currently serving at FAI Advisors, Inc. since 2015. His prior work includes roles at The O.N. Equity Sales Company and Ohio National Service Services. He is a board member of Big Rapids Land Development Corp. outside of his advisory work. FAI Advisors, Inc. provides discretionary investment management and consulting to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $301 million across about 516 clients, employing fundamental and technical analysis, asset allocation, and long-term portfolio strategies, and uses sub-advisers including SEI Investments Management Corporation.

Annuities Business succession planning
View complete list of advisors at this firm
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