Fairley Wealth Management, led by Bill Fairley, offers comprehensive financial services including investments, retirement planning, financial planning, and insurance. With a fiduciary commitment and over 17 years of experience, the firm prioritizes client interests, providing personalized strategies tailored to individual goals and risk tolerance.
Bill Fairley, a licensed Series 7 and Series 66 professional with additional life, long-term care, and annuities licenses, brings a lifelong Fort Worth residency, nonprofit board service, and community involvement to his practice. The firm emphasizes honest, clear financial advice without pressure or jargon, ensuring clients receive straight answers and plans that fit their lives.
Fiduciary commitment
Over 17 years of experience
Personalized, client-focused advice
Comprehensive suite of services (investments, retirement, financial planning, insurance)
Services
Investments
We offer a wide range of investment options including stocks, bonds, mutual funds, exchange-traded funds (ETFs), and annuities to help grow and protect your wealth.
Retirement
We help you establish, rollover, and manage retirement accounts including 401(k), 403(b), Traditional, Roth, SEP, and SIMPLE IRAs, as well as company-sponsored retirement plans.
Financial Planning
Our financial planning services include personalized strategies for retirement, college savings plans, budgeting, and cash flow management to help you stay on track at every stage of life.
Insurance
We offer comprehensive insurance solutions including term life, permanent life, and long-term care coverage to help protect your family, your assets, and your future financial security.
Credentials & Certifications
Series 7
Series 66
Life Insurance
Long-Term Care
Annuities
Frequently Asked Questions
How do I know if a financial advisor is truly working in my best interest? +
At Fairley Wealth Management in Texas, we operate as fiduciaries, which means we’re legally and ethically obligated to prioritize your interests above our own. We don’t earn commissions or sell products; our sole focus is providing advice that’s best for you.
What will it actually cost me to work with Fairley Wealth Management? +
At Fairley Wealth Management in Fort Worth, we believe in full transparency. Our fees are straightforward and based on the services you need — no hidden charges or confusing percentages. We’ll clearly outline all costs upfront, so you know exactly what you’re paying for.
How will you create a financial plan that's tailored to my unique situation and goals? +
At Fairley Wealth Management in Texas, we start by understanding your specific financial situation, goals, and risk tolerance. We then develop a personalized plan that aligns with your objectives, whether it’s retirement planning, tax strategies, or estate considerations. This approach ensures that your financial plan is customized to your needs and adaptable as your circumstances change.
How do I know if a financial advisor is qualified and trustworthy? +
Bill Fairley is licensed by the SEC, FINRA, and adheres to all compliance requirements in our industry as a fiduciary, which requires rigorous education, examination, and adherence to a strict code of ethics — meaning he is obligated to act in your best interest.
Can you help me with tax planning and making sure my estate is in order? +
Yes, at Fairley Wealth Management, we work together with your CPA and attorney to integrate tax planning and estate strategies to help you minimize tax liabilities and ensure your assets are distributed according to your wishes. We work closely with you to develop a comprehensive plan that aligns with your financial goals and family needs.
Do I need to be a millionaire to work with a wealth manager? +
No, you don’t need to be a millionaire to work with a wealth manager. While some firms have high minimums, Fairley Wealth Management works with clients at various financial stages. It’s more about your financial goals and the complexity of your situation than a specific asset threshold.
