Fairport Advisors, Inc. logo

Fairport Advisors, Inc.

Updated today

Client assets under management

$54,700,000

Clients

62

11% high-net-worth

Advisors

6

of 7 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

10

Very Low

Average account size

$882,258

About

Fairport Advisors provides investment management, investment consulting, and separate business consulting to individuals, closely held businesses, family trusts, charities, and retirement plans, including 401(k) and other ERISA accounts. The firm serves both high‑net‑worth and non‑HNW clients and manages a mix of discretionary and non‑discretionary accounts.

Investment management is delivered through model‑based portfolios that combine tactical and strategic asset allocation with a proprietary mix of technical, quantitative and volume analysis, supplemented by third‑party research and artificial‑intelligence tools. Portfolios typically use ETFs, stocks and pooled funds and, when suitable for a client’s objectives, can include alternative exposures (MLPs/LPs, BDCs, CIFs), derivatives, hedging strategies, margin and crypto proxies.

Fairport discloses an affiliation with Fairport Capital, a FINRA‑member broker/dealer, and several advisors are registered representatives who may receive commission‑based compensation for certain products (for example, variable annuities and 529 plans), a relationship the brochure identifies as a potential conflict of interest; a principal of the firm is disclosed as spending a substantial portion of his workweek with the affiliated broker/dealer. The firm also operates out of multiple offices (six) despite modest AUM, maintains referral and fee‑sharing arrangements with third‑party managers (e.g., Hanlon, Morningstar), and offers both investment and business consulting services.

Client services

Portfolio management Pension consulting Selection of other advisers

Expertise

Private / alternative investments Options & derivatives strategies Concentrated stock management Wealth management

Occupation focus

Founder/Business Owner Retired

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Fee options

Percentage

$0 - $499,999.99: 2.00% annually $500,000 - $1,999,999.99: 1.70% annually $2,000,000 - $4,999,999.99: 1.20% annually $5,000,000 - $9,999,999.99: 1.00% annually $10,000,000+: Fee is negotiable

Commissions

Commissions received on sale of securities and insurance products through affiliated broker/dealer (Fairport Capital Inc.) and insurance licenses.

Project-based

$100 to $400 per hour for business consulting services.

Main office location

Fairport Advisors, Inc.

9141 E. Hidden Spur Trail

Scottsdale AZ 85255, United States

Number of offices

7

Most active in

Arizona · Connecticut · Florida · Georgia · New York

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

Sara H

Series 63, Series 66

New York, NY

Fairport Advisors, Inc.

Sara Hudson is a financial advisor at Fairport Advisors, Inc. in New York, NY, with 17 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Fairport Advisors and its affiliated firms since 2011. Outside of her advisory role, she is involved with The Mount, a nonprofit organization focused on development and fundraising for high-net-worth clientele. Fairport Advisors provides investment management, consulting, and business consulting services to individuals, closely held businesses, family trusts, charities, and retirement plans. The firm serves both high-net-worth and non-HNW clients, employing model-based portfolios that integrate tactical and strategic asset allocation with proprietary technical, quantitative, and AI-supported analysis.

Private / alternative investments Options & derivatives strategies Concentrated stock management Wealth management Founder/Business Owner Retired
user avatar

Patrick C

Series 63

Scottsdale, AZ

Fairport Advisors, Inc.

Patrick Conway is a financial advisor with Fairport Advisors, Inc. in Scottsdale, AZ, holding a Series 63 designation and over 41 years of industry experience. He has been with Fairport Advisors since 2000 and also has a long tenure with Fairport Capital, Inc., dating back to 1984. Outside of his advisory role, he serves as president of Fairport Capital, a FINRA-member broker/dealer. Fairport Advisors provides investment management, consulting, and business consulting services to individuals, family trusts, charities, and retirement plans. The firm serves both high-net-worth and non-HNW clients using model-based portfolios that integrate tactical and strategic asset allocation with technical, quantitative, and AI tools.

Private / alternative investments Options & derivatives strategies Concentrated stock management Wealth management Founder/Business Owner Retired
user avatar

Barry G

Series 63, Series 65

Boca Raton, FL

Fairport Advisors, Inc.

Barry Giske is a financial advisor with Fairport Advisors, Inc. in Boca Raton, FL, holding Series 63 and Series 65 licenses and possessing 21 years of industry experience. He has been with Fairport Advisors since 2011 and previously worked at Astor Wealth Management from 2015 to 2016. Outside of his advisory role, he is a co-founder and 50% shareholder of Divorced Gals LLC, a divorce financial planning firm. Fairport Advisors provides investment management, consulting, and business consulting services to individuals, closely held businesses, family trusts, charities, and retirement plans. The firm serves both high-net-worth and non-HNW clients, managing discretionary and non-discretionary accounts through model-based portfolios that integrate tactical and strategic asset allocation with technical, quantitative, and AI-driven analysis.

Private / alternative investments Options & derivatives strategies Concentrated stock management Wealth management Founder/Business Owner Retired
user avatar

Nella Z

Series 63, Series 65

Boca Raton, FL

Fairport Advisors, Inc.

Nella Zelensky is a financial advisor with Fairport Advisors, Inc. in Boca Raton, FL, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Her prior roles include positions at Luckystrike Securities, Summit Financial, and Brown Harris Stevens Residential Sales. Outside of her advisory work, she is a Certified Divorce Financial Analyst (CDFA®), a co-founder and 50% shareholder of Divorced Gals LLC, a divorce financial planning firm, and holds a Master Analyst in Financial Forensics (MAFF) designation. Fairport Advisors provides investment management, consulting, and business consulting services to individuals, family trusts, charities, and retirement plans. The firm serves both high-net-worth and non-HNW clients through model-based portfolios that integrate tactical and strategic asset allocation with quantitative and technical analysis, supplemented by third-party research and AI tools.

Private / alternative investments Options & derivatives strategies Concentrated stock management Wealth management Founder/Business Owner Retired
user avatar

Stacy V

Series 63, Series 65

Scottsdale, AZ

Fairport Advisors, Inc.

Stacy Volpe is a financial advisor with Fairport Advisors, Inc. in Scottsdale, AZ, holding Series 63 and Series 65 licenses and over 21 years of industry experience. Her career includes roles at Transamerica Financial Advisors and multiple entrepreneurial ventures, including consulting and e-commerce activities. She also serves as president of Foxco Innovations Inc., a health insurance sales and marketing business. Fairport Advisors provides investment management and consulting services to individuals, family trusts, and retirement plans, utilizing model-based portfolios that incorporate tactical and strategic asset allocation alongside quantitative and technical analysis. The firm serves both high-net-worth and non-high-net-worth clients with a range of portfolio strategies.

Private / alternative investments Options & derivatives strategies Concentrated stock management Wealth management Founder/Business Owner Retired
user avatar

Leon C

Series 66

Brooklyn, NY

Fairport Advisors, Inc.

Leon Cherniavsky is a financial advisor at Fairport Advisors, Inc. with 19 years of industry experience. He holds the Series 66 designation and has been with Fairport Advisors since 2012, also having worked at Fairport Capital, Inc. Prior to his current role, he was associated with Fairport Capital from 2008 to 2021. Fairport Advisors provides investment management, consulting, and business consulting services to individuals, family trusts, charities, and retirement plans. The firm serves both high-net-worth and non-high-net-worth clients using model-based portfolios that integrate tactical and strategic asset allocation with technical, quantitative, and AI-driven analysis.

Private / alternative investments Options & derivatives strategies Concentrated stock management Wealth management Founder/Business Owner Retired
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