Fair Asset Management Company Profile, Contacts & Intelligence

Fair Asset Management Overview

We are a flat fee financial planning & asset management firm focusing on high-net-worth employees, executives, and retirees. We are located in Dallas, Texas, but work with clients across the United States. We specialize in dealing with the financial issues important to these individuals & their families — tax-efficient retirement income strategies, concentrated positions in employer stock, equity compensation & deferred comp, directly-held real estate investments, integrated tax planning, charitable giving, and intergenerational wealth transfer. Our firm’s guiding principles are based on low costs, passive investments, tax management, and transparency with clients — underscored by our flat annual retainer fee structure. We believe that advanced financial planning & comprehensive advice should precede asset management. Fair Asset Management, LLC is a Registered Investment Adviser in the state of Texas. Advisory services are only offered to clients or prospective clients where Fair Asset Management, LLC and its representatives are properly registered or exempt from registration. “Likes” should not be considered a positive reflection of the investment advisory services offered by Fair Asset Management, LLC.

Headquarters

Dallas, Texas, United States

Website

www.fairassetmgmt.com

Industry

Financial Services

Founded

2025

NAICS

Finance and Insurance, Monetary Authorities-Central Bank

Fair Asset Management Contact Intelligence

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