Be advised. This firm is no longer registered.

Fay Investments & Planning

Fay Investments & Planning (CRD# 120752) is a financial advisory firm headquartered in Eau Claire, WI. They manage $18,016,827 in 23 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
4410 Golf Terrace Suite 102, Eau Claire, WI 54701
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    23
    ACCOUNTS
  • Average Account Value
    $783,340
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

OH, WI

Financial Advisors at Fay Investments & Planning
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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