Shawn
Kindt

The Fairman Group, LLC

CRD#4559777
Investment Advisor
in Berwyn, PA

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About this Advisor

Shawn Kindt is a financial advisor who works out of Berwyn, Pennsylvania who has 21 years of relevant experience. Kindt is an advisor for The Fairman Group, LLC. They have been with The Fairman Group, Llc for their complete career. Kindt has a Series 65 license, certifying them as an investment advisor representative, and can advise clients in Pennsylvania. The Fairman Group, LLC is a business based in Wayne, PA. It manages $673 million in total assets between its 991 client accounts, making it one of the larger firms in the nation by assets under management. Of its 991 client accounts, 85% are associated with high-net-worth individuals who have at least $1 million in assets available to invest. The Fairman Group, LLC offers a broad set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fees largely depend on which services are offered. However, fee types billed by The Fairman Group, LLC can be comprised of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 65

Years Registered*

21 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

300 Berwyn Park Ste. 202
Berwyn, PA 19312

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The Fairman Group, LLC Brokerage Details

Total Assets Under Management

$672,966,759

PA Average: $15,833,994,310
Total Number of Employees

18

PA Average: 41
Total Number of Accounts

991

PA Average: 3,342
Average Account Size

$679,078

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Disclosures

Please visit the SEC profile of Shawn Kindt to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at The Fairman Group, LLC

Shawn Kindt
Berwyn, PA
Patrick Gorgonzola
Wayne, PA
Ryan Gelrod
Wayne, PA
Nathan Fullmer
Wayne, PA
Samuel Mullen
Wayne, PA
Kyle French
Wayne, PA
Nathan Goldman
Wayne, PA
Samantha Lavrich
Wayne, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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