FAI ADVISORS, INC.
SEC RegisteredEmpowering Financial Freedom®
About the firm
At Financial Architects, we plan with the future in mind, developing a strategic road map for each client's unique tomorrow with the understanding that any program designed must perform better today, tomorrow, and at retirement. Our strategies are custom-engineered to help build wealth and minimize risk while allowing clients to maintain their existing lifestyle. We work closely with each client to provide a blueprint for life planning, based on precision, verifiable metrics and deep-rooted principles.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Asset Management, Insurance, Estate Planning, Business Succession Planning, Business Services, Financial Architecture, and Personal Empowerment.
Who they serve
Outraprenuers (people who have spent their entire lives building their business and are now planning to transition out of it), Success Builders (emerging professionals experiencing growth in family, wealth, and purpose), and Purpose Seekers (later-career individuals navigating unforeseen challenges and opportunities), as well as families and business owners.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 270 | $89M |
| High Net Worth Individuals | 93 | $212M |
| State/Municipal Entities | 3 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $1,000,000 | 1.00% |
| $1,000,000 - $2,000,000 | 0.85% |
| $2,000,000 - $3,000,000 | 0.75% |
| $3,000,000 - $5,000,000 | 0.65% |
| $5,000,000 - $10,000,000 | 0.55% |
| Above $10,000,000 | 0.45% |
Data as of March 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. FAI ADVISORS, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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