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Fairman Group, LLC
The Fairman Group, LLC (now branded as Fairman Financial) is a fee-only financial planning and wealth management firm founded in 2002 and headquartered in Chesterbrook, Pennsylvania. The firm employs approximately 43-50 professionals, providing comprehensive financial, investment advisory, tax, and personal accounting services to high net worth individuals and families, including corporate executives, business owners, retirees, and those facing significant life transitions. The firm is particularly known for its integrated, holistic approach to financial planning, with a reputation for serving clients in the greater Philadelphia area with integrity and a dedicated, credentialed team including CPA licensees, CFA charterholders, and CFP professionals.
Investment Strategy
Fairman Financial provides holistic, client-focused advice, specializing in helping high net worth individuals and families navigate complex financial lives and life transitions such as retirement, wealth transfer, divorce, and business succession. Their strategy emphasizes total integration of financial planning, investment management, tax planning, and estate planning needs, using a team of credentialed professionals to deliver customized solutions. Fairman operates as a fee-only advisory, aligning its interests with clients, and aims to simplify clients' financial lives, manage risk, and support long-term wealth preservation.
Latest 13F Filing Activity
Fairman Group, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 256 equity positions with a total 13F market value of $122M. The fund increased holdings in Ishares TR, Ea Series Trust, Essent Group LTD among other positions. Fairman Group, LLC reduced exposure to Accenture PLC Ireland, Accolade Inc., Vanguard Scottsdale FDS among others.
Top Holdings
Equity Positions (256)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A ACN | ACCENTURE PLC IRELAND | 21.72% | $26.4M | 88,330 | $351.08 | $298.89 | -$4.7M |
I IVV | ISHARES TR | 19.47% | $23.7M | 38,123 | $528.06 | $620.90 | +$9.1M |
E ESNT | ESSENT GROUP LTD | 6.10% | $7.4M | 122,040 | $54.18 | $60.73 | +$2.0M |
V VEA | VANGUARD TAX-MANAGED FDS | 5.41% | $6.6M | 115,379 | $48.10 | $57.01 | +$1.1M |
V VEEV | VEEVA SYS INC | 4.97% | $6.0M | 20,989 | $201.99 | $287.98 | +$590.7K |
Industry Allocation
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