Roy Fairman
Fairman Financial · Chesterbrook, Pennsylvania
Roy Fairman is a fee-only financial advisor at Fairman Financial in Chesterbrook, Pennsylvania. Roy 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.
Request an introduction to Roy →
Specialties
Who they serve
- Ultra high net worth
Facts
| Firm | Fairman Financial |
|---|---|
| Based in | Chesterbrook, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $902.1M across 1,010 accounts |
| SEC registration | Investment adviser representative in PA · CRD 4559776 |
| Exams passed | Series 65 (2008) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.fairmanfinancial.com |
Request an introduction to Roy
Tell Roy a little about what you're looking for. Roy isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Roy
Is Roy Fairman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Roy 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 Roy charge for financial advice?
Roy's firm, Fairman Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Roy Fairman based?
Roy Fairman is based in Chesterbrook, Pennsylvania.
What does Roy specialize in?
Roy's specialties include tax planning, retirement planning and estate & legacy planning. Roy works with ultra high net worth.
Is Roy Fairman registered with the SEC?
Yes. Roy Fairman is registered as an investment adviser representative in PA (CRD 4559776), 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 Roy Fairman?
Through Roy'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.
See something wrong? Request a correction. Read our methodology.