FAIRBANKS FINANCIAL WEALTH MANAGEMENT

Overview

Fairbanks Financial Wealth Management is an independent registered investment adviser that serves individual and family clients through financial planning and portfolio management. The firm charges a mix of percentage-of-AUM, hourly, and fixed fees and provides discretionary advice only through specific engagements; its filing shows the firm’s advisory activity is delivered primarily on a non-discretionary basis. Services listed include financial planning, portfolio management for individuals and small businesses, management for businesses or institutions, and selection of other advisers. The firm functions as a capital allocator and maintains a client base concentrated on high-net-worth households.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices