THE FAIRMAN GROUP, LLC
SEC Registeredadvice from every angle
About the firm
Fairman Financial is a fee-only financial planning firm, located in Chesterbrook, PA, offering wealth management, investment advisory, tax and personal accounting services to individuals in the greater Philadelphia area, since 2002. As a fiduciary, they serve clients with skill, care, prudence and diligence through a disciplined and integrated process. They are compensated from client advisory fees only and do not sell products or insurance or accept commissions or referral fees.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive Financial Planning, Investment Management, Tax Planning & Preparation, and Family Office Services, including wealth management, investment advisory, tax and personal accounting services.
Who they serve
High net worth individuals and families, as well as individuals in the greater Philadelphia area.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 19 | $13M |
| High Net Worth Individuals | 123 | $889M |
25 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
16 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $2.0 million | 1.00% |
| Next $3.0 million | 0.75% |
| Next $5.0 million | 0.50% |
| Next $10.0 million | 0.35% |
| Over $20.0 million | 0.25% |
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. THE FAIRMAN GROUP, LLC 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.