Fairscale Capital, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$204,953,657
Clients
177
Advisors
3
across 2 offices
About
Fairscale Capital provides financial planning and portfolio management to individuals — including high net worth clients — as well as banking or thrift institutions, non‑profit organizations and business entities. The firm reports roughly $208 million in assets under management across 177 client relationships and operates with three advisors; financial planning is offered either as a stand‑alone engagement or together with ongoing discretionary or non‑discretionary portfolio management.
Investment programs are developed through individualized Investment Policy Statements and implemented with diversified, actively managed allocations across equities, fixed income, mutual funds and ETFs, with model strategies such as capital preservation, growth & income, growth, and dividend stock. The firm combines fundamental, technical and cyclical analysis, generally pursues a buy‑and‑hold approach with regular rebalancing, and may, in limited cases, use margin, options, or recommend a specialized sub‑advisor.
Fairscale disclosed a regulatory matter: in October 2021 it entered a Consent Agreement with the New Hampshire Bureau of Securities Regulation that included a cease‑and‑desist and $5,000 in costs related to not acting on instructions from an attorney‑in‑fact under a power of attorney. The firm also documents negotiable account minimums and flexible fee arrangements (hourly or fixed planning fees and the ability to reduce planning fees when clients engage ongoing portfolio management), which may differ from many peers.
Client services
Expertise
Fee options
Fixed fees typically ranging from $600 to $10,000 for Financial Planning services; may be higher depending on complexity
0.40% to 1.50% annually (rate varies based on assets and other factors; exact tiers not specified)
$200 to $300 per hour for Financial Planning services
Account minimum: $300,000 (negotiable at the Advisor's discretion) Fee-only: Financial Planning fees charged either hourly ($200 to $300 per hour) or fixed fee ($600 to $10,000 or more depending on complexity)
Main office
See office402 Amherst Street, Suite 203
Nashua NH 03063
Advisors at this office
2
Offices (2)
Most active in
Florida · Maine · Massachusetts · New Hampshire · Texas
Also doing business as
Fairscale Capital, LLC · Williams Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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.
Quick links
Advisors at this firm
Jeffrey W
CFP®, Series 63, Series 65
Nashua, NH
Fairscale Capital, LLC
Jeffrey Williams is a CFP® with 23 years of industry experience and is currently a principal at Fairscale Capital, LLC. He has led Williams Wealth Management, LLC since 2012. Fairscale Capital provides financial planning and portfolio management to individuals, including high net worth clients, as well as banking institutions, non-profits, and business entities. The firm manages approximately $208 million in assets across 177 client relationships, employing diversified, actively managed investment strategies guided by individualized Investment Policy Statements.
Dyllin M
Series 65
Nashua, NH
Fairscale Capital, LLC
Dyllin Moulton is a Series 65-licensed advisor at Fairscale Capital, LLC in Nashua, NH, with 11 years of industry experience, including his tenure at Williams Wealth Management, LLC. He is part of a three-advisor team serving a diverse client base. Fairscale Capital provides financial planning and portfolio management to individuals—including high net worth clients—as well as banking institutions, non-profits, and businesses. The firm implements diversified, actively managed investment strategies guided by individualized Investment Policy Statements and combines fundamental, technical, and cyclical analysis.
Alexander T
Series 65
Nashua, NH
Fairscale Capital, LLC
Alexander Thompson is a financial advisor with Fairscale Capital, LLC in Nashua, NH, holding a Series 65 designation and six years of industry experience. His prior roles include positions at Williams Wealth Management, LLC, Alku, and Elon University. Fairscale Capital provides financial planning and portfolio management services to individuals, including high net worth clients, as well as banking institutions, non-profits, and businesses. The firm manages approximately $208 million in assets across 177 client relationships, utilizing individualized investment policies and a mix of fundamental, technical, and cyclical analysis to implement diversified, actively managed portfolios.
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