Fairvoy Private Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$596,997,907
Clients
463
Advisors
6
across 2 offices
About
Fairvoy Private Wealth LLC provides portfolio management, financial planning, retirement plan consulting, and manager selection services to individuals (including high‑net‑worth clients), trusts, retirement plans, and business entities. The firm offers both discretionary and non‑discretionary investment advisory arrangements and may include financial planning, asset management, and access to third‑party money managers as part of its services.
The firm says it customizes portfolios to clients’ objectives and monitors and rebalances accounts on an ongoing basis, using a range of analytical methods (fundamental, technical, quantitative) and a broad set of instruments including equities, fixed income, ETFs, options, structured products, alternative investments, and digital assets. Fairvoy also leverages third‑party platforms and managers via Dynasty’s TAMP (UMA/SMA) and uses the Pontera order management system to implement strategies in held‑away accounts.
Compared with many peers, Fairvoy discloses a willingness to use margin and borrowing in client accounts and to employ derivatives and options strategies, and it documents those risks in its brochure; it also describes operational relationships that affect implementation, including use of Dynasty’s platform (with separate program fees) and a 0.25% payment to Pontera from advisory fees for held‑away order management. The firm is a recently formed adviser (December 2023) with external ownership (EvolveLegacy Holdings, LLC and Brown Financial Holdings, LLC) and reported over $605 million in discretionary AUM, which the brochure discloses alongside the conflicts and safeguards related to its platform and custody arrangements.
Client services
Expertise
Fee options
Financial planning fixed fees (no minimum); Retirement Plan Consulting flat fees range from $750 to $25,000.
$0+: Up to 1.50% annually (maximum advisory fee for Portfolio Management Services; negotiable) $0+: Up to 1.00% annually for Retirement Plan Consulting fees based on percentage of Plan assets $0+: .15% annual Program Fee for UMA $0+: .12% annual Program Fee for SMA - Equity $0+: .08% annual Program Fee for SMA - Taxable FI and SMA - Muni $0+: .10% annual Program Fee for Manager Overlay - MMO $0+: .02% annual Program Fee for Model Select $0+: .02% annual Program Fee for APM $0+: .02% annual Program Fee for Research and Billing Only
Hourly rates may be charged for financial planning and consulting services when not included in asset management fees.
Minimum fee: Dynasty Program Fee minimums range from $60 to $120 annually depending on the program
Main office
See officeOne Perimeter Park South, Suite 300 S
Birmingham AL 35243
Advisors at this office
5
Offices (2)
Most active in
Alabama · California · Florida · Georgia · Louisiana · Mississippi · New Hampshire · New York · North Carolina · South Carolina · Tennessee · Texas
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
Alma M
Series 66
Birmingham, AL
Fairvoy Private Wealth, LLC
Alma Maric is a financial advisor at Fairvoy Private Wealth, LLC with three years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Michael Kors. Fairvoy Private Wealth LLC provides portfolio management, financial planning, retirement plan consulting, and manager selection services to individuals, trusts, retirement plans, and business entities. The firm customizes portfolios to client objectives and uses a range of analytical methods and investment instruments, including access to third-party platforms and managers.
Ashley D
Series 66
Birmingham, AL
Fairvoy Private Wealth, LLC
Ashley Davis is a financial advisor at Fairvoy Private Wealth, LLC with 18 years of industry experience. She holds the Series 66 designation and has worked previously at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Fairvoy Private Wealth serves individuals, trusts, retirement plans, and business entities, managing approximately $513 million in discretionary assets. The firm employs a discretionary investment approach that integrates fundamental, technical, and quantitative analysis across a diversified asset allocation, and offers portfolio management, financial planning, and third-party money manager oversight.
Claudia J
Series 66
Birmingham, AL
Fairvoy Private Wealth, LLC
Claudia Johnston is a financial advisor at Fairvoy Private Wealth, LLC in Birmingham, AL, with 22 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill and Bank of America. Fairvoy Private Wealth LLC provides portfolio management, financial planning, retirement plan consulting, and manager selection services to individuals, trusts, retirement plans, and business entities. The firm customizes portfolios to client objectives using a variety of analytical methods and investment instruments, including equities, fixed income, options, and alternative investments, and incorporates third-party platforms and managers into its strategies.
Harry W
Series 63, Series 65
Mt. Pleasant, SC
Fairvoy Private Wealth, LLC
Harry Word Sr. is a financial advisor at Fairvoy Private Wealth, LLC with 49 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill from 2013 to 2024. Fairvoy Private Wealth serves individuals, trusts, retirement plans, and business entities, managing approximately $513 million in discretionary assets. The firm employs a discretionary investment approach combining fundamental, technical, and quantitative analysis across a broad range of asset classes and offers portfolio management, financial planning, and third-party manager oversight.
David C
CFP®, Series 66
Birmingham, AL
Fairvoy Private Wealth, LLC
David Carroll is a CFP® professional with 22 years of experience in the financial services industry. He is currently with Fairvoy Private Wealth, LLC and previously held roles at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Inc. during his career. Fairvoy Private Wealth is a registered investment adviser serving individuals, trusts, retirement plans, and business entities with approximately $513 million in discretionary assets under management. The firm employs a discretionary investment approach incorporating fundamental, technical, and quantitative analysis across a broad range of asset classes and offers portfolio management, financial planning, and third-party manager oversight.
Stephen D
CFP®, ChFC®, Series 66
Birmingham, AL
Fairvoy Private Wealth, LLC
Stephen Davis is a CFP® and ChFC® with 27 years of industry experience. He is currently with Fairvoy Private Wealth, LLC and previously spent 15 years at Merrill. Outside of his financial advisory role, he is a member of a two-person LLC that owns a single-engine airplane. Fairvoy Private Wealth serves individuals, trusts, retirement plans, and business entities, managing approximately $513 million in discretionary assets. The firm employs a discretionary investment approach that integrates fundamental, technical, and quantitative analysis across a range of asset classes and strategies.
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