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THE Fairman Group, LLC

Headquartered in CHESTERBROOK, PA

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Firm Information

THE Fairman Group, LLC is a registered investment advisor based in Chesterbrook, PA. The firm has 14 investment advisor representatives and manages approximately $778.6 million in assets for 994 clients. THE Fairman Group offers financial planning, portfolio management for individuals and businesses, and selection of other advisors. The firm primarily serves high-net-worth individuals and individuals other than high-net-worth.

THE Fairman Group, LLC

1200 LIBERTY RIDGE DR STE 320

CHESTERBROOK, PA 19087-5570

$778.58M

Assets Under Management

34

Total Clients

12

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

THE FAIRMAN GROUP, LLC has a total of 2 branch locations across the country.
location

BERWYN, PA

location

CHESTERBROOK, PA

Advisors at THE Fairman Group, LLC

View All 12 Advisors
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Roy Milton Fairman

RA

CHESTERBROOK, PA

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Shawn Paul Kindt

RA

BERWYN, PA

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Kelley Rebecca Taylor

RA

CHESTERBROOK, PA

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Ryan Jeffrey Gelrod

CFA®, RA

CHESTERBROOK, PA

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Taylor Danielle Sittig

RA

CHESTERBROOK, PA

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Marianne Coccia Inforzato

CFP®, RA

BERWYN, PA

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Patrick Randall Gorgonzola

CFP®, RA

CHESTERBROOK, PA

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Samantha Lee Lavrich

RA

CHESTERBROOK, PA

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Disclosures

There are no public disclosures for THE Fairman Group, LLC.

Frequently Asked Questions (7)

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