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Fairport Advisors, Inc.

Updated today

Client AUM

$54,700,000

Clients

62

Advisors

8

across 6 offices

About

Fairport Advisors, Inc. provides discretionary investment management and investment consulting to individuals, high‑net‑worth clients, trusts, pension and business accounts. The firm reports managing roughly $54.7 million for about 62 clients and delivers regular custodial reporting and quarterly performance reviews.

Its investment approach combines strategic and tactical asset allocation driven by proprietary algorithms, technical and quantitative analysis, and some artificial‑intelligence tools; model portfolios range from defensive income and balanced strategies to aggressive sector, short‑term tactical equity, and crypto‑focused programs. Portfolios commonly include ETFs, individual stocks, closed‑end and collective investment funds, and the firm may employ derivatives, margin (when authorized), and third‑party sub‑advisers such as Hanlon and Morningstar, with model execution coordinated through an institutional custodian platform.

Noteworthy for a small team, Fairport operates multiple offices and some advisors are also registered representatives of an affiliated broker‑dealer (Fairport Capital), meaning they may receive commission compensation for certain product sales, which the brochure discloses as a potential conflict of interest. The firm’s brochure emphasizes managed strategies and consulting but does not present standalone ongoing financial planning as a core offering.

Client services

Portfolio management Pension consulting Selection of other advisers

Expertise

Active portfolio management Options & derivatives strategies Private / alternative investments

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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+: Negotiable for assets above $10,000,000

Commissions

Some advisors are registered representatives of Fairport Capital Inc., receiving commissions on certain securities and insurance products.

Project-based

Hourly charges reported in SEC Form ADV Part 1; no specific rates stated in brochure.

Main office

See office

9141 E. Hidden Spur Trail

Scottsdale AZ 85255

Advisors at this office

2

Most active in

Arizona · Connecticut · Florida · Georgia · New York · Texas

Also doing business as

Fairport Advisors, Inc. · Fleet Wealth Management Group

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

Jeffrey S

Cheshire, CT

Fairport Advisors, Inc.

Jeffrey Savelle is a financial advisor with Fairport Advisors, Inc. in Cheshire, CT, holding 44 years of industry experience. He has worked at Fairport Advisors since 2018 and was previously with Temenos, Inc. from 2008 to 2018. Outside of his advisory role, he serves as president of Farmington Benefit Consultants, Inc., an insurance brokerage specializing in life and group insurance. Fairport Advisors provides investment management, consulting, and business consulting services to individuals, family trusts, charities, and retirement plans, serving both high-net-worth and non-high-net-worth clients. The firm uses model-based portfolios combining tactical and strategic asset allocation with technical, quantitative, and AI tools, employing a range of investment vehicles including ETFs, stocks, pooled funds, and alternative exposures.

Active portfolio management Options & derivatives strategies Private / alternative investments
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.

Active portfolio management Options & derivatives strategies Private / alternative investments
user avatar

Patrick C

Series 63

Scottsdale, AZ

Fairport Advisors, Inc.

Patrick Conway is a financial advisor at Fairport Advisors, Inc. with 42 years of industry experience. He has been with Fairport Advisors since 2000 and also has a long history with Fairport Capital, Inc. in Scottsdale, AZ. Fairport Advisors, Inc. provides discretionary investment management and consulting services to individuals, high-net-worth clients, trusts, pension, and business accounts. The firm utilizes a combination of strategic and tactical asset allocation, proprietary algorithms, technical and quantitative analysis, and artificial intelligence tools to manage a range of model portfolios from defensive to aggressive strategies.

Active portfolio management Options & derivatives strategies Private / alternative investments
user avatar

Barry G

Series 63, Series 65

Boca Raton, FL

Fairport Advisors, Inc.

Barry Giske is a financial advisor at Fairport Advisors, Inc. in Boca Raton, FL, with 21 years of industry experience. He has been with Fairport Advisors since 2011 and is a co-founder and 50% shareholder of Divorced Gals LLC, a divorce financial planning firm unrelated to his investment work. Giske holds Series 63 and Series 65 licenses. Fairport Advisors, Inc. provides discretionary investment management and consulting services to individuals, high-net-worth clients, trusts, pension, and business accounts. The firm utilizes a combination of strategic and tactical asset allocation supported by proprietary algorithms, technical and quantitative analysis, and artificial intelligence tools.

Active portfolio management Options & derivatives strategies Private / alternative investments
user avatar

Andrea A

Series 63, Series 65

Houston, TX

Fairport Advisors, Inc.

Andrea Arend is a financial advisor at Fairport Advisors, Inc. in Houston, TX, with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Transamerica Financial Advisors, Inc. and Summit Frontier Solutions LLC. Fairport Advisors, Inc. provides discretionary investment management and consulting services to individuals, high-net-worth clients, trusts, pensions, and business accounts. The firm employs a combination of strategic and tactical asset allocation using proprietary algorithms, quantitative analysis, and artificial intelligence tools across a variety of model portfolios.

Active portfolio management Options & derivatives strategies Private / alternative investments
user avatar

Nella Z

Series 63, Series 65

Boca Raton, FL

Fairport Advisors, Inc.

Nella Zelensky is a financial advisor with Fairport Advisors, Inc. She holds Series 63 and Series 65 licenses and has 23 years of industry experience. Prior to joining Fairport Advisors, she worked at firms including Luckystrike Securities, Summit Financial, and Swiss Allied. Outside of investment advisory, Ms. Zelensky is a Certified Divorce Financial Analyst (CDFA®), 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, Inc. provides discretionary investment management and consulting to individuals, high-net-worth clients, trusts, pensions, and business accounts. The firm’s investment approach integrates strategic and tactical asset allocation using proprietary algorithms, quantitative analysis, and artificial intelligence tools, managing approximately $54.7 million across diverse model portfolios.

Active portfolio management Options & derivatives strategies Private / alternative investments
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 work history includes roles at Transamerica Financial Advisors and a variety of consulting and entrepreneurial ventures, including sales consulting, training, and e-commerce activities. She also oversees health insurance sales through her position as president of Foxco Innovations Inc. Fairport Advisors, Inc. provides discretionary investment management and consulting services to individuals, high-net-worth clients, trusts, pension, and business accounts. The firm employs a proprietary investment approach combining strategic and tactical asset allocation with quantitative analysis and AI tools across a range of model portfolios.

Active portfolio management Options & derivatives strategies Private / alternative investments
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.

Active portfolio management Options & derivatives strategies Private / alternative investments
View complete list of advisors at this firm
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