Fee-only financial planning for families in Madison
Our office at 214 Monroe Street, Madison. Meetings here or by video.
A fiduciary at all times
We are legally bound to put your interests first, in writing, for every account we advise on.
Fee-only, no commissions
Our only pay is the fee you see on your statement. We sell no insurance or products.
CFP® professionals
All three advisors hold the CFP® certification and answer to its ethics standards.
Your accounts are held in your name at Charles Schwab & Co., an independent custodian.
Your plan, your fees and every document in one place
Updated after every review, with the date and the advisor who changed it.
Every quarter, in dollars, before anything leaves your account.
Tax forms, meeting notes, your policy statement, Form ADV and Form CRS.
What we do for clients
Retirement income planning
A written plan for when you can stop working, what you can spend each month and which account to draw from first.
Investment management
Low-cost, diversified portfolios held in your name at Charles Schwab, rebalanced with taxes in mind.
Tax planning
Roth conversions, charitable giving and capital gains planned a year ahead, and coordinated with your preparer.
Planning for business owners
Retirement plans, owner pay and the years before and after a sale.
Equity compensation
A plan for RSUs, stock options and ESPP shares before they vest, not after.
Estate and legacy coordination
Beneficiaries, trusts and gifts kept in line with the documents your attorney drafted.
Planning only
The full planning service for a flat yearly fee, for people who want to keep investing on their own.
What happens after you call
Intro call
30 minutes, by phone or video
We ask what prompted the call and what you want to decide. If we are not the right firm, we say so and suggest where to look.
Discovery meeting
Week 1, 90 minutes
We go through accounts, income, taxes and goals with you. You leave with a list of documents to send and a written fee quote.
Your written plan
Weeks 3 to 4
We present the plan in person or by video, answer every question and sign the advisory agreement only if you want to go ahead.
Ongoing reviews
Every quarter, and whenever life changes
Accounts move to Schwab, the portfolio follows your policy statement, and each review starts from the plan in your portal.
The three people who will know your plan
Claire Hollis
CFP®, founder and lead advisor
Marcus Oyelaran
CFP®, CPA, advisor
Nina Vasquez
CFP®, advisor
What it costs, in dollars
$1,000,000 billed here0.90%$9,000
$500,000 billed here0.70%$3,500
Not reached0.50%$0
Not reached0.35%$0
An estimate from our published schedule, billed quarterly in arrears on household assets we manage. Your written agreement and our Form ADV Part 2A set the fee that applies to you.
What clients say after the first year
“We came in with four old 401(k)s and no idea what we had. Six weeks later we had one page that said when we could retire and what to do each December.”
Karen and Tom Lindqvist
Middleton, Wisconsin. Clients since 2021, retired in 2025.
“Marcus planned the two years around the sale of my shop before I signed anything. I knew the tax bill before the buyer did.”
Ray Delgado
Former owner of a machine shop, Sun Prairie. Client since 2022.
“I get a fee statement before the money leaves my account, in dollars. Nobody had ever shown me that.”
Ellen Park
Retired teacher, Madison. Client since 2019.
Clients were not paid or offered anything for these statements. Their experience may not be representative of yours and is no guarantee of future results.
Questions to ask any advisor, answered
Something else? Email hello@fairwoodwealth.com or call (608) 555‑0142. An advisor replies within one business day.
How exactly are your fees charged?
Is there a minimum?
Who actually holds my money?
How hard is it to move my accounts?
How often will we meet?
What if we want to leave?
Talk to an advisor before you decide anything
A 30 minute call with a CFP professional. Bring one question about retirement, taxes or an old 401(k). There is no charge, and we will tell you if we are not the right fit.
Fee-only financial planning and investment management for families and business owners.
214 Monroe Street, Madison, Wisconsin 53711
Fairwood Wealth LLC is a registered investment adviser. Registration does not imply a certain level of skill or training. Nothing on this site is an offer to buy or sell a security or personal advice for your situation. Investing involves risk, including the loss of principal. Projections are hypothetical, are not guarantees and do not reflect actual results. Read our Form ADV Part 2A and Form CRS on the disclosures page before you hire us.
Monday to Friday, 8 am to 5 pm Central
Fairwood