Fairlead Financial Advisors, LLC

Fairlead Financial Advisors, LLC (CRD# 128855) is a financial advisory firm headquartered in , . They manage $42,303,074 in 124 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    42
    MILLION
  • Total Number of Accounts
    124
    ACCOUNTS
  • Average Account Value
    $341,154
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
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.

CA

Financial Advisors at Fairlead Financial Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
John B. Vreeland
CRD#: 2242242
Mill Valley, CA
96
Wealthminder
score

John Vreeland (CRD# 2242242) is an Investment Advisor Representative working at Fairlead Financial Advisors, LLC in Mill Valley, CA and has over 24 years of experience in the finance industry. John Vreeland 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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