Fawley Wealth International
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides ongoing portfolio management and financial planning to individuals and high‑net‑worth individuals, typically working with clients who meet a stated account threshold that the firm may waive in certain cases. Its investment recommendations focus on mutual funds, ETFs, equities, fixed income and non‑U.S. securities, and the firm may engage third‑party, discretionary managers for specialisms such as tax‑loss harvesting and insurance advisory services.
The firm’s investment approach is long‑term and combines cyclical and fundamental analysis with modern portfolio theory; it documents client goals and constraints in an Investment Policy Statement and may use model allocations tailored to each client. Services are generally provided on a discretionary basis with periodic (at least quarterly) reviews and implementation routed through a designated institutional custodian.
Distinctive features include a recent formation as a single‑advisor practice managing roughly $15 million across a small client roster, which yields a relatively concentrated, higher‑average account size compared with many independents. The principal also maintains a part‑time consulting relationship with a UK financial‑planning firm and travels periodically to the UK (while representing that U.S. advice will not be provided from abroad), the firm requires use of a specific institutional custodian and does not aggregate trades across client accounts—practices that differ from many peers.
Client services
Expertise
Fee options
Fixed financial planning fee of $1,500 for clients with less than $500,000 assets under management.
$500,000 - $2,499,999: 0.75% annually $2,500,000+: 0.5% annually
Account minimum: $500,000 (may be waived at FWI's discretion)
Main office
Pittsford NY
Advisors at this office
1
Most active in
New York · Texas
Also doing business as
Fawley Wealth · Fawley Wealth International · Fawley Wealth 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.
Forms ADV
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