Firm
Fairlead Financial Advisors
Greenbrae, California
Fee-only
Fairlead Financial Advisors at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 34 individual clients, 22 of them high net worth.
- Its average account is about $891,000 (assets it manages divided by its 112 accounts).
- Its hourly rate of $250 is below the California median of $300.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Greenbrae, California |
|---|---|
| Website | fairlead-fa.com |
| Phone | (415) 381-6890 |
Fairlead Financial Advisors 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.
| Hourly | $250 an hour |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| Account minimum | $500,000 |
| How it charges | Percentage of assets · Hourly |
In the firm's words
"Financial planning services can be billed on an hourly ($250 per hour) basis if necessary." source
"Up to $500,000 | 1.00%" source
"We have a stated $500,000 minimum for investment management clients" source
"our only compensation comes from a percentage of assets under management (AUM) with us" 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 · Fixed fees |
|---|---|
| Assets managed | $100 million |
| Individual clients | 12 |
| High-net-worth clients | 22 |
| Accounts managed | 112 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 19, 2026 |
| SEC record | CRD 128855 |