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Fair Winds Financial Planning
Fair Winds Financial Planning is a ria based in Papillion; the Altss profile covers its classification, headquarters, registration, AUM band, and key...
Overview
Fair Winds Financial Planning is a state-registered investment adviser. It has one employee and one investment adviser.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Papillion
Corporate office
Papillion, NE, United States
Sector focus
Frequently asked questions
Is Fair Winds Financial Planning a fiduciary?
Yes. As a Registered Investment Advisor (RIA), Fair Winds Financial Planning operates under a fiduciary standard, legally obligated to place client interests above its own. This distinguishes it from broker-dealers, who operate under a less stringent suitability standard. As a fee-only practice, its compensation comes directly from clients, eliminating commission-based conflicts of interest.
How does Fair Winds structure its investment management?
The firm employs a goals-based investment approach rather than speculative or thematic investing. Portfolios are built to align with each client's time horizon, risk tolerance, and income needs. Without a broker-dealer affiliation, Fair Winds has open-architecture access to a wide range of investment products and is not constrained to proprietary funds. This structure supports an objective asset-allocation methodology rooted in modern portfolio theory.
Where is Fair Winds Financial Planning located, and who does it serve?
The firm is headquartered in Papillion, Nebraska, a growing suburban community just south of Omaha. Its client base is concentrated in the Omaha metropolitan area, including Sarpy and Douglas Counties. The practice serves individual investors and families, with no indication of institutional or corporate clients. This hyperlocal focus fosters a relationship-driven, community-embedded advisory model.
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