CATHARINE FAIRLEY PLANNING GROUP LLC is a financial planning firm focused on helping clients achieve their financial goals and secure their financial future. Founded by Catharine Fairley, a seasoned financial expert with over 20 years of experience in the industry, the firm provides personalized and client-centered financial planning services for individuals, families, and business owners.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning and investment management services
- Offers comprehensive financial planning, including retirement planning, tax planning, and estate planning
- Tailors financial strategies to fit each client’s unique needs and goals
- Utilizes a collaborative and holistic approach to financial planning
- Prioritizes long-term client relationships and ongoing support and guidance
Facts and Insights
As of the most recent publicly available information, CATHARINE FAIRLEY PLANNING GROUP LLC manages approximately $50 million in assets, with a team of 3 advisors. The firm has been in business for 7 years, building a solid reputation for providing quality financial planning services and excellent client satisfaction.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 3 | 7 years |
Financial Services Offered
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
- Educational Planning
- Debt and Cash Flow Management
- Employee Benefits Planning
Client Types
CATHARINE FAIRLEY PLANNING GROUP LLC serves a diverse client base, including individuals, families, and business owners. The firm has experience working with clients from various backgrounds and professions, providing tailored financial planning solutions to meet their unique needs and goals.
Fees & Compensation
CATHARINE FAIRLEY PLANNING GROUP LLC operates on a fee-only compensation structure, which means the firm is only compensated by the fees paid by clients for financial planning and investment management services. This fee structure eliminates potential conflicts of interest and ensures that the firm’s recommendations are always in the best interest of the client.
Background
Catharine Fairley, founder of CATHARINE FAIRLEY PLANNING GROUP LLC, has over 20 years of experience in the financial industry. She holds a Bachelor’s degree in Finance and Economics and is a Certified Financial Planner (CFP®). She has also completed rigorous training and adheres to the fiduciary standard, always putting her clients’ needs first.
Financial Advisor Disclosures to Know
CATHARINE FAIRLEY PLANNING GROUP LLC is committed to transparency and always follows strict ethical standards. As a registered investment advisor, the firm is legally bound to disclose any potential conflicts of interest or disciplinary actions to clients. As of the most recent update, there have been no disciplinary actions against the firm or its advisors.