FAIRPORT ADVISORS, INC. is a trusted financial advisory firm that has been providing expert guidance to clients for over 20 years. Founded in 2000, the firm has established itself as a leader in the industry, offering a wide range of financial services and catering to various types of clients. With a team of experienced advisors, FAIRPORT ADVISORS, INC. has the knowledge and expertise to help clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Expert guidance in financial planning and management
- Personalized investment strategies based on client’s goals and risk tolerance
- Ongoing monitoring and adjustments to ensure optimal performance
- Regular communication and education to keep clients informed and empowered
Facts and Insights:
FAIRPORT ADVISORS, INC. is a Fee-Only registered investment advisory firm, meaning they do not receive any commissions or kickbacks from the financial products they recommend. This ensures that their advice is always in the best interest of their clients. The firm also takes a comprehensive approach to financial planning, considering all aspects of a client’s financial life including investments, taxes, insurance, and estate planning.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10+ | 20+ years |
Financial Services Offered:
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
- Insurance Planning
- College Planning
- Specialized Services for Business Owners
Client Types:
- Retirees
- Individuals and Families
- Business Owners
- High Net-Worth Individuals
- Corporate Executives
- Non-Profit Organizations
Fees & Compensation:
FAIRPORT ADVISORS, INC. charges a percentage of the assets under management as their fee. This fee is determined based on the complexity of a client’s financial situation and the level of service required. The firm believes in transparency and will always discuss and agree upon fees with clients before any services are rendered. As a fee-only firm, FAIRPORT ADVISORS, INC. does not receive any commissions or kickbacks from financial products.
Background:
The advisors at FAIRPORT ADVISORS, INC. have a diverse background in finance, accounting, and business, bringing a wealth of knowledge and experience to the firm. They also hold various certifications, including Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA®), Certified Public Accountant (CPA), and Chartered Financial Consultant (ChFC®).
Financial Advisor Disclosures to Know:
- FAIRPORT ADVISORS, INC. is a registered investment advisor with the Securities and Exchange Commission (SEC).
- The firm has a code of ethics that all advisors must follow, including the duty to act in the best interest of clients at all times.
- The firm has no disciplinary actions or regulatory sanctions against them.
- The firm does not have any affiliations with other financial institutions.