Firm
Fair Weather Strategies
Andover, Massachusetts
Fee-only
Fair Weather Strategies at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 51 individual clients, 14 of them high net worth.
- Its average account is about $547,000 (assets it manages divided by its 51 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Andover, Massachusetts |
|---|---|
| Website | fairweatherinvesting.com |
| Phone | (978) 494-5841 |
Fair Weather Strategies fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 1% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"Up to first $1,000,000 in AUMs : 1.00%" source
"Fair Weather Strategies, LLC will charge Private Wealth Management investors a flat advisory fee based on assets under management (AUMs)*." source
"The firm provides on-going planning and active risk management." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $28 million |
| Individual clients | 37 |
| High-net-worth clients | 14 |
| Accounts managed | 51 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | February 9, 2026 |
| SEC record | CRD 163031 |