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 15 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 21 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 14 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.