Fairvoy Private Wealth

Fairvoy Private Wealth at a glance

• One of 65 fee-only firms based in Alabama in the Wellspent graph.
• 6 advisors are listed here; 2 of 6 hold the CFP.
• Its Form ADV reports 8 employees and 463 individual clients, 185 of them high net worth.
• Its average account is about $477,000 (assets it manages divided by its 1,269 accounts).

Fee-only advisors in Alabama · What fee-only advisors charge in Alabama

Facts

Fairvoy Private Wealth fees

Fairvoy Private Wealth doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

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

Advisors at this firm (6)

• Alma Maric

• Ashley Davis

• Claudia Johnston

• David Carroll

  CFP

• Harry Word

• Stephen Davis

  CFP · ChFC