Fai Wealth Management

Fai Wealth Management (CRD# 104610) is a financial advisory firm headquartered in Columbia, MD. They manage $298,205,107 in 777 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    298
    MILLION
  • Total Number of Accounts
    777
    ACCOUNTS
  • Average Account Value
    $383,790
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, TX, VA

Financial Advisors at Fai Wealth Management
Showing 1 - 5 of 5 top financial advisors.
1
Lyn A. Dippel
CRD#: 4429564
10211 Wincopin Circle, Suite 220, Columbia, MD 21044
96
Wealthminder
score

Lyn Dippel (CRD# 4429564) is an Investment Advisor Representative working at Fai Wealth Management in Columbia, MD and has over 16 years of experience in the finance industry. Lyn Dippel 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.

2
Wayne E. Patterson
CRD#: 2683452
10211 Wincopin Circle, Suite 220, Columbia, MD 21044
96
Wealthminder
score

Wayne Patterson (CRD# 2683452) is an Investment Advisor Representative working at Fai Wealth Management in Columbia, MD and has over 22 years of experience in the finance industry.

3
Mark O. Stinson
CRD#: 4541132
10211 Wincopin Circle, Suite 220, Columbia, MD 21044
96
Wealthminder
score

Mark Stinson (CRD# 4541132) is an Investment Advisor Representative working at Fai Wealth Management in Columbia, MD and has over 15 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.

4
Mary J. Thompson
CRD#: 6020089
10211 Wincopin Circle, Suite 220, Columbia, MD 21044
90
Wealthminder
score

Mary Thompson (CRD# 6020089) is an Investment Advisor Representative working at Fai Wealth Management in Columbia, MD and has 1 year of experience in the finance industry. Mary Thompson 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.

5
J M. Martin
CRD#: 321273
10211 Wincopin Circle, Suite 220, Columbia, MD 21044
87
Wealthminder
score

J Martin (CRD# 321273) is an Investment Advisor Representative working at Fai Wealth Management in Columbia, MD and has 1 year of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.