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

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

The firm provides non‑discretionary asset management, financial planning, and ERISA plan services to individuals, high‑net‑worth clients, pension and profit‑sharing plans, trusts, and estates. It operates as a single‑advisor independent registered investment adviser overseeing roughly $24.4 million for about 25 clients. Investment advice is delivered on a non‑discretionary basis: the adviser identifies securities and strategy but obtains client approval before executing transactions, tailors portfolios to client goals, time horizons and risk tolerance, and conducts quarterly account reviews using fundamental, technical and charting analysis. For retirement plans the firm may serve as a limited‑scope ERISA 3(21) fiduciary, assisting with investment policy statements, monitoring plan options, and providing participant education and periodic plan reporting. Noteworthy aspects include that essentially all reported assets are managed on a non‑discretionary basis, an uncommon client mix for a small independent firm that includes pension and profit‑sharing plans and related pension consulting. The brochure also discloses affiliated business activities—a licensed insurance practice (about 5% of the adviser’s time) and a separate divorce‑planning practice (about 40% of the adviser’s time)—and the firm regularly offers free educational seminars and workshops.

To learn more about the advisors currently working at Fair Trust 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.