# Fairpoint Wealth Management, LLC

> Fairpoint Wealth Management, LLC is a state-registered investment advisory firm, registered since 2017, reporting under $25 million in regulatory assets under management in its Form ADV filing dated May 1, 2026.

- CRD: 289100
- Filed as: FAIRPOINT WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Ohio
- Filing period: October 2026
- Form ADV filing dated: May 1, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/289100
- AdvisorCensus page: https://advisorcensus.com/firm/fairpoint-wealth-management-llc-289100

## Quick answers

**How is Fairpoint Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Fairpoint Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Is Fairpoint Wealth Management, LLC registered with the SEC or a state?**
Fairpoint Wealth Management, LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 289100.

**How much does Fairpoint Wealth Management, LLC manage?**
Fairpoint Wealth Management, LLC reports $4,161,959 in regulatory assets under management in its Form ADV filing dated May 1, 2026 (100% discretionary).

**Does Fairpoint Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/289100

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $4,161,959
- Discretionary: $4,161,959
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $640,048 |
| High net worth individuals | Fewer than 5 | $3,521,911 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fairpointwealth.com
- Facebook @FAIRPOINTWEALTH
- LinkedIn @FAIRPOINTWEALTH

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fairpoint Wealth Management, LLC (CRD 289100): Form ADV filing data as of October 2026.