Carrie Fahey is a CFP, ChFC-designated registered investment advisor at Fahey Financial, based in Buffalo, NY, with 39 years of industry experience. Carrie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Fahey Financial does not directly manage investments. Instead, they recommend third-party investment managers. If you use one of these managers, you'll pay them directly based on their own fee schedule. Fahey Financial may receive a portion of those fees as a referral fee.
Fahey Financial has referral agreements with Blue Water Capital Management and AssetMark. Blue Water's fees range from 0.50% to 1.55% of your portfolio, depending on the amount invested. AssetMark may charge an initial consulting fee of up to 1% of any cash deposit or in-kind investment transfer of $2,000 or more. AssetMark also charges an ongoing annual fee between 0% and 1.35%, as negotiated between you and Fahey Financial.
Location
3860 Main Street, Buffalo, NY, 14226
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Carrie is an insurance agent since 1986, selling life, disability, health, and long-term care products, dedicating a few hours per week. Carrie is also a board member for Buffalo Academy of the Sacred Heart, a women's high school, dedicating minimal time.
Employment History
Current Registrations
Fahey Financial
Previous Registrations
Emergent Wealth Advisors, LLC
Leigh Baldwin & CO., LLCBroker
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
Aetna Life Insurance and Annuity CompanyBroker
Equity Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.