F
Fawley Wealth International
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$15,000,000
Clients
16
69% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
16
LowAverage account size
$937,500
About
The firm provides ongoing portfolio management and financial planning to individuals and high‑net‑worth individuals, typically working with clients who meet a stated account threshold that the firm may waive in certain cases. Its investment recommendations focus on mutual funds, ETFs, equities, fixed income and non‑U.S. securities, and the firm may engage third‑party, discretionary managers for specialisms such as tax‑loss harvesting and insurance advisory services.
The firm’s investment approach is long‑term and combines cyclical and fundamental analysis with modern portfolio theory; it documents client goals and constraints in an Investment Policy Statement and may use model allocations tailored to each client. Services are generally provided on a discretionary basis with periodic (at least quarterly) reviews and implementation routed through a designated institutional custodian.
Distinctive features include a recent formation as a single‑advisor practice managing roughly $15 million across a small client roster, which yields a relatively concentrated, higher‑average account size compared with many independents. The principal also maintains a part‑time consulting relationship with a UK financial‑planning firm and travels periodically to the UK (while representing that U.S. advice will not be provided from abroad), the firm requires use of a specific institutional custodian and does not aggregate trades across client accounts—practices that differ from many peers.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Wealth management
Tax-loss harvesting
General retirement planning
Fee options
Fixed financial planning fee of $1,500 for clients with less than $500,000 assets under management.
$500,000 - $2,499,999: 0.75% annually $2,500,000+: 0.5% annually
Account minimum: $500,000 (may be waived at FWI's discretion)
Main office location
Fawley Wealth International
Pittsford NY, United States
Number of offices
1
Most active in
Fawley Wealth International has reported serving >5 clients in these states in the last 12 months.
New York · Texas
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 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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