


Fair Asset Management Revenue
Financial Services • Dallas, Texas, United States • 1-10 Employees
Fair Asset Management revenue & valuation
| Annual revenue | $85,555 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $273,776 |
| Total funding | No funding |
Key Contact at Fair Asset Management
Phil Orwig
Owner & Financial Planner
Company overview
| Headquarters | Dallas, Texas, United States |
| Website | |
| NAICS | 52 |
| Founded | 2025 |
| Employees | 1-10 |
Fair Asset Management Email Formats
Fair Asset Management uses 1 email format. The most common is {first initial} (e.g., j@fairassetmgmt.com), used 100% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial} | j@fairassetmgmt.com | 100% |
About Fair Asset Management
We are a flat fee financial planning & asset management firm focusing on high-net-worth employees, executives, and retirees. We are located in Dallas, Texas, but work with clients across the United States. We specialize in dealing with the financial issues important to these individuals & their families — tax-efficient retirement income strategies, concentrated positions in employer stock, equity compensation & deferred comp, directly-held real estate investments, integrated tax planning, charitable giving, and intergenerational wealth transfer. Our firm’s guiding principles are based on low costs, passive investments, tax management, and transparency with clients — underscored by our flat annual retainer fee structure. We believe that advanced financial planning & comprehensive advice should precede asset management. Fair Asset Management, LLC is a Registered Investment Adviser in the state of Texas. Advisory services are only offered to clients or prospective clients where Fair Asset Management, LLC and its representatives are properly registered or exempt from registration. “Likes” should not be considered a positive reflection of the investment advisory services offered by Fair Asset Management, LLC.
Employees by Management Level
Total employees: 1-10
Seniority
Employees
Funding Data
Fair Asset Management has never raised funding before.
Frequently asked questions
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