Phil Orwig
Fair Asset Management, LLC · Dallas, Texas
Phil Orwig is a fee-only financial advisor at Fair Asset Management, LLC in Dallas, Texas, who holds the CFP, CPWA and ChFC credentials. Phil charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $7,500 a year) and focuses on flat-fee planning, retirement planning and tax planning.
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Specialties
Who they serve
- Executives
- Retirees
- High earners
- Pre-retirees
Facts
| Firm | Fair Asset Management, LLC |
|---|---|
| Based in | Dallas, Texas |
| Fee model | Flat fee or retainer · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $7,500 a year |
| Works virtually | Yes |
| Assets under management | $119.8M across 188 accounts |
| Credentials | CFP · CPWA · ChFC · RICP · EA |
| SEC registration | Investment adviser representative in TX · CRD 5802766 |
| Exams passed | Series 66 (2010) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | fairassetmgmt.com |
| Profile |
How Phil's firm compares
- Ongoing planning starts at $7,500 a year, above the Texas median of $3,000 for fee-only firms that publish prices.
- Fair Asset Management, LLC's average account is about $637,000, from its Form ADV (assets managed divided by 188 accounts).
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Questions about Phil
Is Phil Orwig a fee-only financial advisor?
Yes. Phil Orwig is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Phil's firm.
How does Phil charge for financial advice?
Phil charges a flat fee or retainer and an ongoing planning fee.
How much does Phil charge?
According to Fair Asset Management, LLC's website, checked October 28, 2026: ongoing planning from $7,500 a year.
Does Phil work with clients virtually?
Yes. Fair Asset Management, LLC says on its website that it works with clients remotely.
Where is Phil Orwig based?
Phil Orwig is based in Dallas, Texas.
What does Phil specialize in?
Phil's specialties include flat-fee planning, retirement planning, tax planning, equity compensation, retirement with concentrated positions and real estate investors. Phil works with executives, retirees, high earners and pre-retirees.
What credentials does Phil Orwig hold?
Phil Orwig holds the CFP, CPWA, ChFC, RICP and EA credentials.
Is Phil Orwig registered with the SEC?
Yes. Phil Orwig is registered as an investment adviser representative in TX (CRD 5802766), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Fair Asset Management, LLC manage?
Fair Asset Management, LLC reports $119.8M across 188 accounts in assets under management.
How do I contact Phil Orwig?
Through Phil's website, fairassetmgmt.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Dallas
Other advisors in Texas who focus on flat-fee planning
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Fair Asset Management, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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