Fair Weather Strategies LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$27,905,836
Total clients
51
27% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
51
Average account size
$547,173
About
Fair Weather Strategies is an independent, solo registered investment adviser that provides ongoing asset management, modular financial planning, and standalone divorce financial counseling to individuals, high‑net‑worth clients, business owners, trusts, and other entities. The firm offers discretionary private wealth management agreements, prepares financial plans using MoneyGuidePro, and provides divorce financial analysis following Certified Divorce Financial Analyst (CDFA®) methodology.
Investment advice emphasizes Exchange Traded Funds and individual equities and uses both fundamental and technical analysis, with a long‑only buy‑and‑hold approach as the primary strategy while permitting tactical adjustments when warranted. The firm typically recommends custody with Interactive Brokers, conducts regular (at least quarterly) account reviews, and can oversee held‑away retirement plan participant accounts via a third‑party aggregation platform.
A distinctive feature noted in the brochure is the firm’s use of performance reporting and the advertising of performance results, a practice that is uncommon among solo independent advisers. The brochure also discloses niche elements—standalone divorce counseling by a CDFA® practitioner, the use of third‑party tools to manage held‑away assets, and a solicitor referral arrangement—that differentiate its service mix from many peers.
Client services
Expertise
Occupation focus
Fee options
$0 - $1,000,000: 1.00% annually $1,000,001 - $5,000,000: 0.80% annually $5,000,001+: 0.60% annually
$300 per hour for standalone financial planning and divorce financial counselling services; $100 per hour for travel time in divorce financial counselling
Account minimum: $250,000
Main office location
Fair Weather Strategies LLC
Andover MA, United States
Number of offices
1
Most active in
Massachusetts · New Hampshire · New York
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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