Fair Oaks Financial LLC
Firm details
- Headquarters
- ,
- CRD number
- 311765
- Website
- www.fairoaksfinancial.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI56.51%
- Individuals43.49%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Fair Oaks Financial LLC is an independent registered investment adviser operating as a limited liability company with individual ownership. The firm advises individual and family clients, providing financial planning and discretionary portfolio management tailored to individuals and small businesses. Its fee arrangements include assets-under-management percentages as well as hourly and fixed-fee engagements. The firm does not describe itself as an ESG-focused investor, does not act as a capital allocator, and is not positioned as a pension consultant or multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities93%
- Public Funds/Mutual Funds5%
- Cash & Cash Equivalents2%
Contacts
1 of 1
Douglas Richardson
FounderCRD 5945113
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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