Glenayr Family Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Glenayr Family Advisors works with individuals, couples, professionals, business owners, and multi‑generational families—including clients facing sudden wealth or major life transitions. The firm provides holistic financial life and transition planning, conducts educational seminars, and refers clients to third‑party money managers rather than providing direct portfolio management.
The firm’s process emphasizes values‑ and goals‑based life planning (using the Kinder Method) and specialized transition planning tools from the Financial Transitionist Institute, gathering detailed financial and personal information through multiple meetings. Planning engagements are offered on fixed‑fee or hourly terms that are billed directly, and when ongoing asset management is appropriate Glenayr refers clients to vetted third‑party managers (AssetMark is named) and monitors those relationships.
Noteworthy features for a firm of this size include a small client base supported by a team of two advisors and an emphasis on teaching and family meetings through public and private seminars. The brochure supplement discloses resolved disciplinary matters involving an associated person and the firm’s disclosure documents and IAPD are cited for full details, which prospective clients may wish to review.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed fee between $12,000 and $35,000
$0 - $500,000: 1.00% $500,000 - $1,000,000: 0.80% $1,000,000 - $5,000,000: 0.50% $5,000,000+: 0.30%
$500 per hour
Account minimum: $50,000 Minimum fee: Minimum fee generally for clients with an investable net worth of $1,500,000 Fee-only: Fixed fee: $12,000 to $35,000 payable quarterly in advance; Hourly fee: $500 per hour
Main office
Brightwood VA
Advisors at this office
2
Most active in
Pennsylvania · Virginia
Also doing business as
Glenayr Family Advisors LLC · Glenayr Wealth Advisors 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
Advisors at this firm
Michael K
CFP®, Series 63, Series 65
Brightwood, VA
Glenayr Family Advisors LLC
Michael Karwic is a CFP® professional with 29 years of industry experience, currently serving as an advisor at Glenayr Family Advisors LLC. His prior roles include positions at Morgan Stanley, Merrill, Lincoln Investment, and other firms. Outside of financial advising, he teaches Transition Finances as a faculty member with The Sudden Money Institute and owns a woodworking business through Apogee Innovations, LLC. Glenayr Family Advisors works with individuals, couples, professionals, business owners, and multi-generational families, including those facing sudden wealth or major life transitions. The firm emphasizes values- and goals-based life planning using the Kinder Method and provides educational seminars, referring clients to third-party money managers rather than managing portfolios directly.
Peggy F
CFP®, Series 63, Series 65
Brightwood, VA
Glenayr Family Advisors LLC
Peggy Frye is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Glenayr Family Advisors LLC. Her prior experience includes roles at Citigroup Global Markets, Citicorp Investment Services, Walsh & Associates, LLC, and Independent Financial Partners. Outside of advising, she is an adjunct instructor at the Kinder Institute of Life Planning and the Financial Transitionist Institute and co-owns a working farm that breeds championship show dogs and Angus beef cattle. Glenayr Family Advisors provides holistic financial life and transition planning to individuals, couples, professionals, business owners, and multi-generational families. The firm focuses on values- and goals-based planning, offers educational seminars, and refers clients to third-party money managers rather than managing portfolios directly.
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