A small firm, on purpose
Claire Hollis opened Fairwood in 2011 after twelve years at a brokerage, because she wanted to be paid only by the people she advised. We are still three advisors and still on Monroe Street.
Every client household has one lead advisor who knows the plan and one who can step in. Past about sixty households per advisor, reviews get shorter and the plan gets older, so we cap it there and keep a waiting list when we are full.
We have no sales targets and nobody here is paid more for bringing in assets. Advisors are paid a salary and a share of the firm’s profit, the same way whether you hire us for planning only or for everything.
Our custodian is Charles Schwab, our planning software is RightCapital, and our Form ADV is public. If you want to check anything we say here, the disclosures page tells you where.
The firm in numbers
2011
Founded in Madison
3
CFP® advisors, plus three staff
148
Client households
$214M
Assets under management
The advisors
Claire Hollis
CFP®, founder and lead advisor
19 years advising
Retirement income, Social Security timing and the first ten years after work.
Claire spent twelve years at a national brokerage before founding Fairwood. She leads retirement income planning and chairs the investment committee. She lives on the east side with her husband and two teenagers.
Marcus Oyelaran
CFP®, CPA, advisor
12 years advising
Tax planning, Roth conversions, equity compensation and business sales.
Marcus was a tax manager at a regional CPA firm before joining in 2018. He runs every client tax projection and handles equity compensation and business sales. He coaches youth soccer on weekends.
Nina Vasquez
CFP®, advisor
8 years advising
Families with young children, college savings, insurance and estate paperwork.
Nina joined as a paraplanner in 2018 and became an advisor after earning her CFP® certification in 2021. She works with younger families and leads our estate coordination work.
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