Paul Fair Associates, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Paul Fair Associates, LLC provides investment advisory services to individuals and high‑net‑worth clients, offering managed accounts on both discretionary and non‑discretionary bases and one‑time financial planning. Its advisory services include recommending asset allocation among cash, equities, mutual funds, bonds and annuities and preparing written investment strategies tailored to client needs.
The firm tailors advice to clients’ stated objectives, time horizon, and risk tolerance and may employ asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term trading approaches as appropriate. Accounts are reviewed at least quarterly, and the firm may trade with discretionary authority when a client signs the management agreement.
Notable distinguishing features include the firm’s small scale — a single registered adviser managing roughly $3.6 million for about a dozen clients — and the owner’s disclosed activity as a licensed insurance agent who may offer commissionable insurance products (up to about 30% of his time). The brochure also discloses a 2026 consent order from the Pennsylvania regulator related to business continuity and succession procedures (the firm was censured, paid a civil penalty, and reports it has adopted compliant plans); the firm does not vote client proxies and delivers financial planning as a one‑time engagement unless additional services are requested.
Client services
Expertise
Fee options
1.00% - 1.75% annually, based on amount of assets under management and complexity of services
Commission-based insurance products may be offered by owner, who is a licensed insurance agent.
Main office
334 Washington Street
Birdsboro PA 19508
Advisors at this office
1
Most active in
Pennsylvania
Also doing business as
Mature Planning · Paul Fair Associates, 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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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