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Stacy Volpe

21 Years of Experience
Scottsdale, AZ
Broker

Stacy Volpe is a registered investment advisor at Fairport Advisors, INC., based in Scottsdale, AZ, with 21 years of industry experience. Their practice areas include Business Owners, Investment Management. Their firm serves 62 clients with $55M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
62 clients
Average Client Portfolio
$882K average
Assets Under Management
$54.7M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K2.00%
$500K - $2.0M1.70%
$2.0M - $5.0M1.20%
$5.0M - $10.0M1.00%
$10M+1.00%

Fee is negotiable for $10,000,000 Plus

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

9141 E. Hidden Spur Trail, Scottsdale, AZ, 85255

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Fairport Advisors, INC.
September 2025 - Present · 8 mos
Fairport Capital, INC.
August 2025 - Present · 9 mos
Fairport Capital, INC.Broker
August 2025 - Present · 9 mos
Previous Registrations
Transamerica Financial Advisors, INC.
January 2012 - September 2023 · 11 yrs 8 mos
Transamerica Financial Advisors, INCBroker
January 2012 - September 2023 · 11 yrs 8 mos
Investment Advisors International, INC.
January 2008 - January 2012 · 4 yrs
World Group Securities, INC.Broker
February 2003 - January 2012 · 8 yrs 11 mos
State Registrations2 states
GATX
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.