Mayfair Financial, LLC

Mayfair Financial is a small, fee-only independent investment adviser that serves individuals (including high‑net‑worth clients), trusts, estates, and employer-sponsored retirement plans and small business clients. The firm provides wealth management, project‑based financial planning, and retirement plan management and consulting for plan sponsors, with account supervision provided on a discretionary basis for managed accounts.

The firm’s advisory process combines financial planning with ongoing portfolio management, using tools such as fundamental analysis, modern portfolio theory, technical analysis, and stress testing to set asset allocation targets and monitor accounts. Mayfair’s planning engagements produce a written financial plan delivered within a defined project period, and retirement plan services range from fiduciary consulting to discretionary selection of plan investment offerings.

Compared with many peers, Mayfair emphasizes fixed-dollar, flat fees for wealth management, financial planning, and retirement plan services rather than charging a percentage of assets under management, and the brochure discloses the firm is fee‑only and does not receive commissions or performance fees. The firm also works with pension and profit‑sharing plans and provides pension consulting, and its public materials include third‑party ratings and client testimonials—features that are relatively uncommon among independent solo advisers managing a modest number of client relationships.