A complete list of active advisors currently associated with Fairvoy Private Wealth, LLC

Warmer can help you find a great advisor at Fairvoy Private Wealth, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Fairvoy Private Wealth, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.