Douglas Morisoli
Fairman Financial · Berwyn, Pennsylvania
Douglas Morisoli is a fee-only financial advisor at Fairman Financial in Berwyn, Pennsylvania, who holds the CFP credential. Douglas focuses on tax planning, retirement planning and estate & legacy planning. Fairman Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Ultra high net worth
Facts
| Firm | Fairman Financial |
|---|---|
| Based in | Berwyn, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $902.1M across 1,010 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 1341003 |
| Exams passed | Series 63 (1999) · Series 65 (1995) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.fairmanfinancial.com |
| Profile |
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Questions about Douglas
Is Douglas Morisoli a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Douglas holds no broker registration, and Fairman Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Douglas charge for financial advice?
Douglas's firm, Fairman Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Douglas Morisoli based?
Douglas Morisoli is based in Berwyn, Pennsylvania.
What does Douglas specialize in?
Douglas's specialties include tax planning, retirement planning and estate & legacy planning. Douglas works with ultra high net worth.
What credentials does Douglas Morisoli hold?
Douglas Morisoli holds the CFP credential.
Is Douglas Morisoli registered with the SEC?
Yes. Douglas Morisoli is registered as an investment adviser representative in PA (CRD 1341003), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fairman Financial manage?
Fairman Financial reports $902.1M across 1,010 accounts in assets under management.
How do I contact Douglas Morisoli?
Through Douglas's website, www.fairmanfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Fairman Financial website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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