Fairchild Financial Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Fairchild Financial advises individual and high‑net‑worth clients and provides discretionary portfolio management, including direct account management and access to model portfolios via the AssetMark platform. The firm acts as an investment adviser through AssetMark and serves as a Strategist within AssetMark’s asset‑allocation offerings and wrap program.
The firm’s process begins with a personalized assessment of goals, time horizon and risk tolerance, and accounts are monitored and rebalanced at least annually. Investment implementation draws on fundamental, technical and quantitative analysis and uses a mix of long‑ and short‑term strategies consistent with each client’s objectives.
Fairchild is notable for maintaining a comparatively large client roster for its scale—more than 200 clients per advisor—which aligns with its use of third‑party model solutions and the AssetMark wrap arrangement to deliver investment management. Management and certain associated persons are also dually registered with a broker‑dealer and hold insurance licenses (including relationships with LPL Financial), a combination the firm discloses and manages as a potential conflict of interest.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% annually $1,000,000 - $2,000,000: 0.80% annually $2,000,000+: 0.70% annually
Separate commissions may be earned by associated persons in their capacity as registered representatives of LPL Financial for brokerage clients; no commissions are earned on advisory accounts through Fairchild Financial.
Account minimum: $25,000
Main office
193 Blue Ravine Road, Suite 130
Folsom CA 95630
Advisors at this office
1
Most active in
California · Idaho · Nevada · Texas · Utah
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.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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.
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