Mayfair Advisory Group, LLC

Mayfair Advisory Group, LLC (MAG) is a registered investment adviser offering financial planning, consulting, and investment management services. Established in July 2019, MAG is owned by Samuel M. Kirkpatrick, Charles M. Smith, and Joseph C. Mason. As of December 31, 2024, the firm manages $718,448,245 in assets, with $561,394,543 under discretionary management and $157,053,702 under non-discretionary management. MAG provides financial planning services such as business planning, asset allocation, retirement planning, and more. Clients have full discretion over decisions and are not obligated to act on recommendations. For wealth management services, MAG primarily allocates client assets among mutual funds, ETFs, and independent managers based on individual goals and risk tolerance. The firm may recommend engaging additional professionals for related services. MAG does not charge performance-based fees and serves individuals, high net worth individuals, trusts, non-profit organizations, and employer-sponsored retirement plans. The firm exercises investment discretion, allowing it to make decisions on behalf of clients without seeking consent for transactions. Clients receive account statements directly from custodians and periodic reports from MAG. The firm does not compensate third-party solicitors for client referrals and receives economic benefits from its custodian, Charles Schwab & Co, Inc., and Fidelity Brokerage Services LLC. MAG has custody of client funds and securities and is authorized to vote on client securities.