Fairscale Capital, LLC

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Client assets under management

$204,953,657

Clients

177

31% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$1,157,930

About

Fairscale Capital provides financial planning and portfolio management to individuals — including high net worth clients — as well as banking or thrift institutions, non‑profit organizations and business entities. The firm reports roughly $208 million in assets under management across 177 client relationships and operates with three advisors; financial planning is offered either as a stand‑alone engagement or together with ongoing discretionary or non‑discretionary portfolio management.

Investment programs are developed through individualized Investment Policy Statements and implemented with diversified, actively managed allocations across equities, fixed income, mutual funds and ETFs, with model strategies such as capital preservation, growth & income, growth, and dividend stock. The firm combines fundamental, technical and cyclical analysis, generally pursues a buy‑and‑hold approach with regular rebalancing, and may, in limited cases, use margin, options, or recommend a specialized sub‑advisor.

Fairscale disclosed a regulatory matter: in October 2021 it entered a Consent Agreement with the New Hampshire Bureau of Securities Regulation that included a cease‑and‑desist and $5,000 in costs related to not acting on instructions from an attorney‑in‑fact under a power of attorney. The firm also documents negotiable account minimums and flexible fee arrangements (hourly or fixed planning fees and the ability to reduce planning fees when clients engage ongoing portfolio management), which may differ from many peers.

Client services

Financial planning Portfolio management General consulting services

Expertise

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) General retirement planning Cash flow / budgeting Wealth management

Fee options

Fixed

Fixed fees typically ranging from $600 to $10,000 for Financial Planning services; may be higher depending on complexity

Percentage

0.40% to 1.50% annually (rate varies based on assets and other factors; exact tiers not specified)

Project-based

$200 to $300 per hour for Financial Planning services

Other

Account minimum: $300,000 (negotiable at the Advisor's discretion) Fee-only: Financial Planning fees charged either hourly ($200 to $300 per hour) or fixed fee ($600 to $10,000 or more depending on complexity)

Main office location

Fairscale Capital, LLC

402 Amherst Street, Suite 203

Nashua NH 03063, United States

Number of offices

Most active in

Florida · Maine · Massachusetts · New Hampshire · Texas

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Website 603-318-7337

Advisors at this firm

Jeffrey W

CFP®, Series 63, Series 65

Nashua, NH

Fairscale Capital, LLC

Jeffrey Williams is a CFP® with 23 years of industry experience and is currently a principal at Fairscale Capital, LLC. He has led Williams Wealth Management, LLC since 2012. Fairscale Capital provides financial planning and portfolio management to individuals, including high net worth clients, as well as banking institutions, non-profits, and business entities. The firm manages approximately $208 million in assets across 177 client relationships, employing diversified, actively managed investment strategies guided by individualized Investment Policy Statements.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) General retirement planning Cash flow / budgeting Wealth management

Dyllin M

Series 65

Nashua, NH

Fairscale Capital, LLC

Dyllin Moulton is a financial advisor at Fairscale Capital, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at Williams Wealth Management, LLC since 2015. Fairscale Capital provides financial planning and portfolio management to individuals, including high net worth clients, as well as banking institutions, non-profits, and business entities. The firm manages approximately $208 million in assets across 177 client relationships, employing diversified, actively managed investment strategies based on individualized Investment Policy Statements.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) General retirement planning Cash flow / budgeting Wealth management

Alexander T

Series 65

Nashua, NH

Fairscale Capital, LLC

Alexander Thompson is a financial advisor at Fairscale Capital, LLC in Nashua, NH, holding a Series 65 credential with five years of industry experience. His prior roles include positions at Williams Wealth Management, LLC and Alku, as well as work related to Elon University. Fairscale Capital provides financial planning and portfolio management to individuals, including high net worth clients, as well as institutions, non-profits, and businesses. The firm manages approximately $208 million in assets across 177 client relationships, employing diversified, actively managed investment strategies guided by individualized Investment Policy Statements.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) General retirement planning Cash flow / budgeting Wealth management

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