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Fair Asset Management

Fair Asset Management Revenue

Financial ServicesFlag of USDallas, Texas, United States1-10 Employees

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Fair Asset Management revenue & valuation

Annual revenue$85,555
Revenue per employee$86,000
Estimated valuation?$273,776
Total fundingNo funding

Key Contact at Fair Asset Management

Flag of US

Phil Orwig

Owner & Financial Planner

Company overview

HeadquartersDallas, Texas, United States
Website
NAICS52
Founded2025
Employees1-10

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.

FormatExamplePercentage
{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

Founder/Owner

Funding Data

Fair Asset Management has never raised funding before.

Frequently asked questions

Fair Asset Management is located in Dallas, Texas, US.
Fair Asset Management generates an estimated annual revenue of $85,555. This revenue figure reflects the company's market position and business performance in its industry.
Fair Asset Management has an estimated valuation of $273,776. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.
Fair Asset Management was founded in 2025, making it 1 years old. The company has established itself as a significant player in its industry over this time.
Fair Asset Management has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

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