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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-19-2002
- Office Locations
- 3
Office Locations
About THE Fairman Group, LLC
Fairman Financial is a fee-only fiduciary financial planning and wealth management firm serving high net worth individuals and families in the greater Philadelphia area since 2002. The team provides integrated investment advisory alongside tax planning and personal accounting to simplify complex financial lives. Portfolios often incorporate public funds, ETFs and municipal bonds, with custody through Charles Schwab.
Team overview
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Asset Classes
Client Personas
CRM
Custodian
Investment Themes
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Owner & Executives
MARIANNE COCCIA INFORZATO
PARTNER
- CRD
- #2573405
- Ownership
- 25% but less than 50%
SHAWN PAUL KINDT
Managing Partner, Partner
- CRD
- #4559777
- Ownership
- 25% but less than 50%
Showing 2 of 4 owners & executives
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MARY DAL NOGARE
Tax Consultant
- CRD
- #6362136
Kyle Daniel French
Associate
- CRD
- #7496827
Showing 2 of 16 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $512,289,543 | $849,568 |
| Non-Discretionary | $389,841,107 | $957,841 |
| Total | $902,130,650 | $893,199 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Private Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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