Fai Wealth Management

Fai Wealth Management (CRD# 104610) is a financial advisory firm headquartered in Columbia, MD. They manage $389,274,037 in 834 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    389
    MILLION
  • Total Number of Accounts
    834
    ACCOUNTS
  • Average Account Value
    $466,755
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MD, NJ, PA, SC, TX, VA

Financial Advisors at Fai Wealth Management
Showing 1 - 3 of 3 top financial advisors.
1
Wayne E. Patterson
CRD#: 2683452
10211 Wincopin Circle, Suite 220, Columbia, MD 21044

Wayne Patterson (CRD# 2683452) is an Investment Advisor Representative working at Fai Wealth Management in Columbia, MD and has over 25 years of experience in the finance industry.

2
Mark O. Stinson
CRD#: 4541132
10211 Wincopin Circle, Suite 220, Columbia, MD 21044

Mark Stinson (CRD# 4541132) is an Investment Advisor Representative working at Fai Wealth Management in Columbia, MD and has over 18 years of experience in the finance industry. Mark Stinson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Daniel M. Kelly
CRD#: 1377701
10211 Wincopin Circle, Suite 220, Columbia, MD 21044

Daniel Kelly (CRD# 1377701) is an Investment Advisor Representative working at Fai Wealth Management in Columbia, MD and has over 13 years of experience in the finance industry. Daniel Kelly has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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