Disclosures
Regulatory information about Fairwood Wealth LLC. Replace this page with your firm’s own filings before you publish.
Registration
Fairwood Wealth LLC is a registered investment adviser. Registration does not imply a certain level of skill or training. Our filings are public at adviserinfo.sec.gov, where you can search the firm by name or CRD number.
Form ADV Part 2A and 2B
Our brochure describes our services, fees, conflicts of interest and disciplinary history (there is none). The brochure supplement describes each advisor’s education and experience. We deliver both before you sign an agreement and offer an updated copy every year.
Form CRS
Our client relationship summary explains, in four pages, the services we offer, what they cost, how we are paid and the questions to ask any adviser. Ask for a copy at hello@fairwoodwealth.com or (608) 555‑0142.
Fees and conflicts
We are paid only by clients. An asset-based fee gives us a reason to recommend that you keep assets with us rather than pay down a mortgage or buy an annuity; we address this conflict by putting every such recommendation in writing with the alternatives we considered.
Testimonials
Client statements on this site are from current clients who were not paid or offered anything for them. Their experience may not be representative of other clients and is no guarantee of future performance or success.
Projections and examples
Projections, fee examples and portal screens on this site use hypothetical households and are for illustration only. They do not reflect actual client results and are not a guarantee of future results. Investing involves risk, including the possible loss of principal.
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