# Fairvoy Private Wealth, LLC

> Fairvoy Private Wealth, LLC is an SEC-registered investment advisory firm in Birmingham, AL, registered since 2024, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated September 15, 2026.

- CRD: 329636
- Filed as: FAIRVOY PRIVATE WEALTH, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Birmingham, AL
- Filing period: October 2026
- Form ADV filing dated: September 15, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/329636
- AdvisorCensus page: https://advisorcensus.com/firm/fairvoy-private-wealth-llc-birmingham-al-329636

## Quick answers

**How is Fairvoy Private Wealth, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Fairvoy Private Wealth, LLC reports these compensation arrangements: a percentage of assets under its management.

**How much does Fairvoy Private Wealth, LLC charge?**
Its Form ADV Part 2A brochure dated March 10, 2026 states: Flat fee: $750 to $25,000 (Retirement Plan Consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Fairvoy Private Wealth, LLC located?**
Fairvoy Private Wealth, LLC's principal office is in Birmingham, AL, according to its Form ADV.

**Is Fairvoy Private Wealth, LLC registered with the SEC or a state?**
Fairvoy Private Wealth, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 329636.

**How much does Fairvoy Private Wealth, LLC manage?**
Fairvoy Private Wealth, LLC reports $605,078,967 in regulatory assets under management in its Form ADV filing dated September 15, 2026 (100% discretionary).

**How have Fairvoy Private Wealth, LLC's assets and staff changed since 2024?**
In the Form ADV data for Fairvoy Private Wealth, LLC: Regulatory assets under management: $460,224,642 in the October 2024 data and $605,078,967 in the October 2026 data, up 31%. Total employees: 6 in October 2024 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Fairvoy Private Wealth, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (278); high net worth individuals (185); pension and profit sharing plans (but not the plan participants or government pension plans) (2).

**Which custodians does Fairvoy Private Wealth, LLC use?**
Fairvoy Private Wealth, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Fidelity Brokerage Services LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Fairvoy Private Wealth, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/329636

**What changed in Fairvoy Private Wealth, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $513,167,263 to $605,078,967 (+18%). Registered or notice-filed in CA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 10, 2026)

- Flat fee: $750 to $25,000 (Retirement Plan Consulting services)

> Our flat f ees range from $750 to $25,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $605,078,967
- Discretionary: $605,078,967
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 278 | $103,534,988 |
| High net worth individuals | 185 | $493,462,919 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $5,500,834 |
| Corporations or other businesses not listed above | 2 | $2,580,226 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2024 (2 years)
- Employees: 8 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, CA, FL, GA, LA, MS, NC, NH, NY, SC, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fairvoypw.com
- Facebook @Fairvoy-Private-Wealth
- Instagram @fairvoypw
- LinkedIn @fairvoy-private-wealth
- X @FairvoyPW

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $460,224,642 | 6 | August 22, 2024 |
| October 2025 | $513,167,263 | 8 | July 21, 2025 |
| October 2026 | $605,078,967 | 8 | September 15, 2026 |

Regulatory assets under management: $460,224,642 in the October 2024 data and $605,078,967 in the October 2026 data, up 31%.
Total employees: 6 in October 2024 and 8 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $513,167,263 to $605,078,967 (+18%).
- Registered or notice-filed in CA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fairvoy Private Wealth, LLC (CRD 329636): Form ADV filing data as of October 2026.