Glenayr Family Advisors LLC

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Client assets under management

Clients

0% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

Very Low

Average account size

About

Glenayr Family Advisors works with individuals, couples, professionals, business owners, and multi‑generational families—including clients facing sudden wealth or major life transitions. The firm provides holistic financial life and transition planning, conducts educational seminars, and refers clients to third‑party money managers rather than providing direct portfolio management.

The firm’s process emphasizes values‑ and goals‑based life planning (using the Kinder Method) and specialized transition planning tools from the Financial Transitionist Institute, gathering detailed financial and personal information through multiple meetings. Planning engagements are offered on fixed‑fee or hourly terms that are billed directly, and when ongoing asset management is appropriate Glenayr refers clients to vetted third‑party managers (AssetMark is named) and monitors those relationships.

Noteworthy features for a firm of this size include a small client base supported by a team of two advisors and an emphasis on teaching and family meetings through public and private seminars. The brochure supplement discloses resolved disciplinary matters involving an associated person and the firm’s disclosure documents and IAPD are cited for full details, which prospective clients may wish to review.

Client services

Financial planning Selection of other advisers Educational seminars or workshops

Expertise

Elder care planning Inheritance planning Business succession planning College savings (529s, UTMA, etc.)

Occupation focus

Founder/Business Owner Executive Retired

Demographic focus

Approaching retirement Mid-Career Professionals

Fee options

Fixed

Fixed fee between $12,000 and $35,000

Percentage

$0 - $500,000: 1.00% $500,000 - $1,000,000: 0.80% $1,000,000 - $5,000,000: 0.50% $5,000,000+: 0.30%

Project-based

$500 per hour

Other

Account minimum: $50,000 Minimum fee: Minimum fee generally for clients with an investable net worth of $1,500,000 Fee-only: Fixed fee: $12,000 to $35,000 payable quarterly in advance; Hourly fee: $500 per hour

Main office location

Glenayr Family Advisors LLC

Brightwood VA, United States

Number of offices

Most active in

Pennsylvania · Virginia

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

Quick links

Website 540-229-1957

Advisors at this firm

Michael K

CFP®, Series 63, Series 65

Brightwood, VA

Glenayr Family Advisors LLC

Michael Karwic is a CFP® with 28 years of industry experience, currently serving as an advisor at Glenayr Family Advisors LLC. His prior roles include positions at Third Eye Associates, Commonwealth Financial Network, Lincoln Investment, and Iron Valley Wealth Management. He is a faculty member with The Sudden Money Institute, where he teaches Transition Finances, and he owns a woodworking business through Apogee Innovations, LLC. Glenayr Family Advisors works with individuals, couples, professionals, business owners, and multi-generational families, focusing on life transitions such as divorce, inheritance, retirement, health events, or sudden wealth. The firm emphasizes values-based, holistic financial and transition planning, referring investment management to vetted third-party managers rather than managing portfolios directly.

Elder care planning Inheritance planning Business succession planning College savings (529s, UTMA, etc.) Founder/Business Owner Executive Retired Approaching retirement Mid-Career Professionals

Peggy F

CFP®, Series 63, Series 65

Brightwood, VA

Glenayr Family Advisors LLC

Peggy Frye is a CFP® professional with 23 years of industry experience, currently serving at Glenayr Family Advisors LLC since 2014. She is also an adjunct instructor at the Kinder Institute of Life Planning and the Financial Transitionist Institute and co-owns Glenayr Farm LLC, a working farm specializing in breeding championship show dogs and Angus beef cattle. Glenayr Family Advisors works with individuals, couples, professionals, business owners, and multi-generational families, focusing on life transitions such as divorce, inheritance, retirement, health events, or sudden wealth. The firm emphasizes values-based, holistic planning using the Kinder Method and Financial Transitionist tools and refers investment management to vetted third-party managers rather than managing portfolios directly.

Elder care planning Inheritance planning Business succession planning College savings (529s, UTMA, etc.) Founder/Business Owner Executive Retired Approaching retirement Mid-Career Professionals

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