Fairvoy Private Wealth, LLC logo

Fairvoy Private Wealth, LLC

Updated today

Client assets under management

$596,997,907

Clients

463

40% high-net worth

Advisors

6

of 8 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

77

High

Average account size

$1,289,412

About

Fairvoy Private Wealth LLC provides portfolio management, financial planning, retirement plan consulting, and manager selection services to individuals (including high‑net‑worth clients), trusts, retirement plans, and business entities. The firm offers both discretionary and non‑discretionary investment advisory arrangements and may include financial planning, asset management, and access to third‑party money managers as part of its services.

The firm says it customizes portfolios to clients’ objectives and monitors and rebalances accounts on an ongoing basis, using a range of analytical methods (fundamental, technical, quantitative) and a broad set of instruments including equities, fixed income, ETFs, options, structured products, alternative investments, and digital assets. Fairvoy also leverages third‑party platforms and managers via Dynasty’s TAMP (UMA/SMA) and uses the Pontera order management system to implement strategies in held‑away accounts.

Compared with many peers, Fairvoy discloses a willingness to use margin and borrowing in client accounts and to employ derivatives and options strategies, and it documents those risks in its brochure; it also describes operational relationships that affect implementation, including use of Dynasty’s platform (with separate program fees) and a 0.25% payment to Pontera from advisory fees for held‑away order management. The firm is a recently formed adviser (December 2023) with external ownership (EvolveLegacy Holdings, LLC and Brown Financial Holdings, LLC) and reported over $605 million in discretionary AUM, which the brochure discloses alongside the conflicts and safeguards related to its platform and custody arrangements.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Private / alternative investments Options & derivatives strategies Tax-loss harvesting

Fee options

Fixed

Financial planning fixed fees (no minimum); Retirement Plan Consulting flat fees range from $750 to $25,000.

Percentage

$0+: Up to 1.50% annually (maximum advisory fee for Portfolio Management Services; negotiable) $0+: Up to 1.00% annually for Retirement Plan Consulting fees based on percentage of Plan assets $0+: .15% annual Program Fee for UMA $0+: .12% annual Program Fee for SMA - Equity $0+: .08% annual Program Fee for SMA - Taxable FI and SMA - Muni $0+: .10% annual Program Fee for Manager Overlay - MMO $0+: .02% annual Program Fee for Model Select $0+: .02% annual Program Fee for APM $0+: .02% annual Program Fee for Research and Billing Only

Project-based

Hourly rates may be charged for financial planning and consulting services when not included in asset management fees.

Other

Minimum fee: Dynasty Program Fee minimums range from $60 to $120 annually depending on the program

Main office location

Fairvoy Private Wealth, LLC

One Perimeter Park South, Suite 300 S

Birmingham AL 35243, United States

Number of offices

1

Most active in

Alabama · California · Florida · Georgia · Louisiana · Mississippi · New Hampshire · New York · North Carolina · South Carolina · Tennessee · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Alma M

Series 66

Birmingham, AL

Fairvoy Private Wealth, LLC

Alma Maric is a financial advisor at Fairvoy Private Wealth, LLC with three years of industry experience. She holds the Series 66 designation and has previously worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Prior to her career in finance, she worked at Michael Kors and Jefferson State Community College. Fairvoy Private Wealth is a registered investment adviser serving individuals, trusts, retirement plans, and business entities, managing approximately $513 million in discretionary assets. The firm employs a discretionary investment approach that incorporates fundamental, technical, and quantitative analysis across a diversified asset-allocation framework.

Private / alternative investments Options & derivatives strategies Tax-loss harvesting
user avatar

Ashley D

Series 66

Birmingham, AL

Fairvoy Private Wealth, LLC

Ashley Davis is a financial advisor at Fairvoy Private Wealth, LLC with 18 years of industry experience. She holds the Series 66 designation and has worked previously at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Fairvoy Private Wealth serves individuals, trusts, retirement plans, and business entities, managing approximately $513 million in discretionary assets. The firm employs a discretionary investment approach that integrates fundamental, technical, and quantitative analysis across a diversified asset allocation, and offers portfolio management, financial planning, and third-party money manager oversight.

Private / alternative investments Options & derivatives strategies Tax-loss harvesting
user avatar

Claudia J

Series 66

Birmingham, AL

Fairvoy Private Wealth, LLC

Claudia Johnston is a financial advisor at Fairvoy Private Wealth, LLC with 21 years of industry experience. She holds the Series 66 designation and has worked previously at Bank of America and Merrill Lynch. Fairvoy Private Wealth serves individuals, trusts, retirement plans, and business entities, managing approximately $513 million in discretionary assets. The firm employs a discretionary investment approach that combines fundamental, technical, and quantitative analysis across a diversified asset allocation framework.

Private / alternative investments Options & derivatives strategies Tax-loss harvesting
user avatar

Harry W

Series 63, Series 65

Mt. Pleasant, SC

Fairvoy Private Wealth, LLC

Harry Word Sr. is a financial advisor at Fairvoy Private Wealth, LLC with 49 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Bank of America and Merrill from 2013 to 2024. Fairvoy Private Wealth serves individuals, trusts, retirement plans, and business entities, managing approximately $513 million in discretionary assets. The firm employs a discretionary investment approach combining fundamental, technical, and quantitative analysis across a broad range of asset classes and offers portfolio management, financial planning, and third-party manager oversight.

Private / alternative investments Options & derivatives strategies Tax-loss harvesting
user avatar

David C

CFP®, Series 66

Birmingham, AL

Fairvoy Private Wealth, LLC

David Carroll is a CFP® professional with 22 years of experience in the financial services industry. He is currently with Fairvoy Private Wealth, LLC and previously held roles at Bank of America, N.A. and Merrill Lynch, Pierce, Fenner & Smith Inc. during his career. Fairvoy Private Wealth is a registered investment adviser serving individuals, trusts, retirement plans, and business entities with approximately $513 million in discretionary assets under management. The firm employs a discretionary investment approach incorporating fundamental, technical, and quantitative analysis across a broad range of asset classes and offers portfolio management, financial planning, and third-party manager oversight.

Private / alternative investments Options & derivatives strategies Tax-loss harvesting
user avatar

Stephen D

CFP®, ChFC®, Series 66

Birmingham, AL

Fairvoy Private Wealth, LLC

Stephen Davis is a CFP® and ChFC® with 27 years of industry experience. He is currently with Fairvoy Private Wealth, LLC and previously spent 15 years at Merrill. Outside of his financial advisory role, he is a member of a two-person LLC that owns a single-engine airplane. Fairvoy Private Wealth serves individuals, trusts, retirement plans, and business entities, managing approximately $513 million in discretionary assets. The firm employs a discretionary investment approach that integrates fundamental, technical, and quantitative analysis across a range of asset classes and strategies.

Private / alternative investments Options & derivatives strategies Tax-loss harvesting
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