Adair Wealth Management

Overview

Adair Wealth Management is an independent, individually owned registered investment adviser organized as an LLC. The firm focuses on financial planning and discretionary portfolio management for individuals, families and small businesses. Its fees are charged as a percentage of assets under management and on an hourly basis. Adair does not present itself as a capital allocator, is not an active ESG investor, and is not positioned as a pension consultant or related adviser. The firm also maintains an industry affiliation as a real estate broker.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices