A complete list of active advisors currently associated with Fair Oaks Financial LLC

Warmer can help you find a great advisor at Fair Oaks Financial LLC or one who fits your needs even better.

Fair Oaks Financial LLC provides tailored investment management and financial planning services to individual and high‑net‑worth clients, offering ongoing comprehensive planning, project‑based engagements, and hourly consulting. The firm was founded in 2020 and reports roughly $25 million in discretionary assets under management across 36 client relationships, and it states it does not impose a minimum account size. The firm’s investment approach is grounded in Modern Portfolio Theory and emphasizes passive investment management, constructing diversified portfolios using index mutual funds and ETFs to achieve asset‑allocation targets. Accounts are managed on a discretionary basis guided by client investment policy statements, reviewed quarterly, and clients may impose reasonable restrictions on specific securities or sectors. Noteworthy features compared with many peers include a subscription‑based comprehensive planning model with an upfront onboarding component and ongoing periodic fees, under which investment management can be bundled for planning clients, rather than sold only as a separate service. The firm operates as a solo, state‑registered adviser that recommends Charles Schwab as custodian (and receives related support services), does not aggregate trades into block orders, and does not vote client proxies, meaning clients retain proxy voting responsibility.

To learn more about the advisors currently working at Fair Oaks Financial 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.