CATHARINE FAIRLEY PLANNING GROUP LLC

Overview

Catharine Fairley Planning Group LLC is a small limited liability company that provides hourly-fee financial planning and accounting-related services rather than acting as a discretionary asset manager. Its registered activities emphasize financial planning and accountant services, and it does not present itself as a capital allocator. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser, suggesting a primarily local practice focused on advice and planning engagements billed on an hourly basis rather than ongoing portfolio management or custody. The firm’s profile points to a planning-first model: clients likely engage for tax, cash-flow, retirement planning and similar consultative work. Because the adviser’s classification is unclassified and it lists no related advisers or pension consulting activities, its scope appears concentrated on individualized planning engagements rather than institutional or large-scale investment program management.

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Location & Offices