The Fairman Group, LLC
Firm details
- Headquarters
- Chesterbrook, Pennsylvania
- CRD number
- 121492
- Registered since
- July 19, 2002
- Website
- fairmanfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI98.58%
- Individuals1.42%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
The Fairman Group, LLC is an owner-operated independent registered investment adviser that has been SEC-registered since 2002. The firm works primarily with individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee arrangements. The firm self-identifies as a capital allocator — it sources and allocates third-party managers alongside direct public-market investments. The Fairman Group does not characterize itself as an active ESG investor and reports an industry affiliation with accountants.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds46%
- Exchange Traded Equities22%
- State & Local Bonds20%
- Cash & Cash Equivalents6%
- US Government Bonds2%
Contacts
3 of 16
Matthew Snyder
Financial PlannerCRD 7355311
Andrew Green
Senior ManagerCRD 5670948
Kelley Taylor
Principal, Senior Wealth AdvisorCRD 5422106
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 106Active vs passive
$96.3M in ETFs
85%
$81.3M
5%
$14.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $33M | 44,116 | 34.32% |
Location
Chesterbrook, PA
Delaware
Location
Chesterbrook, PA
Headquartered in Chesterbrook, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- Delaware
- Address
- 1200 Liberty Ridge Dr
- Time zone
- ET (UTC-5)
- Office locations
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