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FAI ADVISORS, INC.

FARMINGTON HILLS, MI · CRD 122132 · IAPD ↗ · financialarch.com · 248-482-3600

$302.0MRegulatory AUM
5Advisory reps
11Employees
0Clients
51-100Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
August 2025 — FAI ADVISORS, INC. began participating in a wrap-fee program.
Firm began participating in a wrap-fee program (Item 5I(1)).
Portfolio / reporting / TAMPCompliance
53
April 2025 — FAI ADVISORS, INC. shrank from 8 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
61
April 2025 — FAI ADVISORS, INC. reports 101-250 financial-planning clients, up from 51-100.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
78
April 2025 — FAI ADVISORS, INC. now offers financial planning (Item 5G(1)).
Firm now reports offering financial planning (Item 5G(1)). They need planning software.
Financial planning softwareCRM
48
July 2024 — FAI ADVISORS, INC. moved its main office from NOVI, MI to FARMINGTON HILLS, MI.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
28
April 2024 — FAI ADVISORS, INC. changed its website from faiadvisors.com to financialarch.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
48
April 2024 — FAI ADVISORS, INC. moved its main office from FARMINGTON HILLS, MI to NOVI, MI.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
68
April 2024 — FAI ADVISORS, INC. now reports custody of client assets ($97,878).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
April 2024 — FAI ADVISORS, INC. grew from 6 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.