With over 17 years of experience and a fiduciary commitment, Fairley Wealth Management helps individuals, couples, and families plan for retirement, invest wisely, and protect what matters most.
Trusted By 100+ Clients
Bill Fairley is Series 7 and Series 66 licensed, with additional licenses in life, long-term care, and annuities. Bill is a lifelong Fort Worth resident, serves on local nonprofit boards, and has delivered Meals on Wheels for over 30 years.
I built this practice so people can get honest, clear financial advice — without pressure, jargon, or sales goals. You deserve straight answers and a plan that actually fits your life.
When your money is aligned with your goals, everything else gets easier — retirement, college, investments, peace of mind. That’s why I help people turn financial uncertainty into confident decisions.
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.
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.
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.
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.
“As our advisor, Bill’s diligence shines through: his responses are quick, and his investment recommendations are always well-researched. But Bill is far more than a financial expert; he’s also a caring professional who has connected us with other trusted individuals (like the lawyer he recommended for our wills) and offered invaluable support during challenging family times. He helped us work through a parent’s finances after a stroke and showed such genuine, ongoing concern for my husband’s uncle during his illness. Bill truly cares, and we feel incredibly fortunate to have him in our corner.”
“Working with Bill has been a truly positive experience. He helped me navigate the complexities of handling old retirement plan proceeds and made what initially felt overwhelming much more manageable. I especially appreciate his deep expertise, empathetic approach, and how accessible he is whenever I have questions or need guidance. Bill takes the time to listen, explain things clearly, and make sure I feel confident about my financial future. I highly recommend him to anyone looking for a knowledgeable and trustworthy advisor.”
“As a widow of seven plus years, I have put my total trust in Bill. He comes to my home once a month and goes over my accounts in terms that I can understand. Bill has done a smart job of handling my investments and doing what’s best for me. Not only is Bill my financial advisor, he is my friend.”
“My husband and I have been clients for 17 years. Bill has helped us with retirement planning, education savings for our grandkids, and with general investment advice. We appreciate his help and friendship through the years. He has our complete trust and respect in all financial matters.”
“I met Mr. Bill Fairley in 2013 through my son-in-law who had an account with him. My son-in-law told me that he trusted Mr. Fairley. I moved an account from another firm that didn’t seem to care about my account, and I had very little contact with the individual who handled it. Mr. Fairley stays in contact with me and is always sending information or updates. He also calls or is open to me calling him. I have complete trust in him and find him to be an informative and good businessman who cares about his clients. I would gladly recommend him to anyone, especially family.”
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.
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.
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.
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.
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.
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.
Your first meeting is a two-way conversation to see if we’re a good fit. We’ll discuss your financial goals, current situation, and any concerns you have. There’s no judgment — just an open dialogue to understand how we can help you move forward.
At Fairley Wealth Management, we prioritize consistent and personalized communication. You’ll receive regular updates tailored to your preferences — be it monthly emails, quarterly calls, or in-person meetings. Our goal is to keep you informed and confident about your financial plan, ensuring you’re never left in the dark.
We start by understanding your comfort with risk and then build a diversified portfolio tailored to your goals. We regularly monitor and adjust your investments to stay aligned with your objectives, helping to manage the impact of market fluctuations.
At Fairley Wealth Management in Texas, we prioritize the security and confidentiality of your financial information. We implement robust cybersecurity measures, including encryption and secure communication channels, to protect your data from unauthorized access. Additionally, we adhere to strict confidentiality protocols and compliance regulations to ensure your personal information remains private.
You’re not alone — most people wait too long to ask for help. But one honest conversation today can save years of costly mistakes tomorrow.
Our office is located at 101 Summit Avenue, Suite 904, in Fort Worth, Texas. Tap the button to open Google Maps and send driving directions directly to your phone!
