Fairchild Financial Advisors, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$127,275,047
Clients
247
14% high-net worth
Advisors
1
of 3 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
247
Very HighAverage account size
$515,284
About
Fairchild Financial advises individual and high‑net‑worth clients and provides discretionary portfolio management, including direct account management and access to model portfolios via the AssetMark platform. The firm acts as an investment adviser through AssetMark and serves as a Strategist within AssetMark’s asset‑allocation offerings and wrap program.
The firm’s process begins with a personalized assessment of goals, time horizon and risk tolerance, and accounts are monitored and rebalanced at least annually. Investment implementation draws on fundamental, technical and quantitative analysis and uses a mix of long‑ and short‑term strategies consistent with each client’s objectives.
Fairchild is notable for maintaining a comparatively large client roster for its scale—more than 200 clients per advisor—which aligns with its use of third‑party model solutions and the AssetMark wrap arrangement to deliver investment management. Management and certain associated persons are also dually registered with a broker‑dealer and hold insurance licenses (including relationships with LPL Financial), a combination the firm discloses and manages as a potential conflict of interest.
Client services
Portfolio management
Selection of other advisers
Expertise
Wealth management
Passive / index investing
Active portfolio management
Fee options
$0 - $1,000,000: 1.00% annually $1,000,000 - $2,000,000: 0.80% annually $2,000,000+: 0.70% annually
Separate commissions may be earned by associated persons in their capacity as registered representatives of LPL Financial for brokerage clients; no commissions are earned on advisory accounts through Fairchild Financial.
Account minimum: $25,000
Main office location
Fairchild Financial Advisors, Inc.
193 Blue Ravine Road, Suite 130
Folsom CA 95630, United States
Number of offices
1
Most active in
Fairchild Financial Advisors, Inc. has reported serving >5 clients in these states in the last 12 months.
California · Idaho · Nevada · Texas · Utah
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
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