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Philip Hugo Fessler

Investment adviser representative at Aire Advisors, LLC
14 yearsExperience
2 statesRegistered in
$1BFirm assets
5 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourly

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting

Experience

14 years in the industry.

  1. Aire Advisors, LLCMay 2021 to now
  2. Wells Fargo Clearing Services, LLCNov 2016 to May 2021
  3. Wells Fargo Advisors, LLCAug 2012 to Nov 2016

Exams passed

  • Series 63 · Uniform Securities Agent State Law1993
  • Series 65 · Uniform Investment Adviser Law2001

State registrations

Registered as an investment adviser representative in 2 states (CA, TX).

Aire Advisors, LLC

$1BAssets managed
369Clients
12Advisers
5 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2305500
Firm CRD
307450
Advisor's SEC record (opens in a new tab)
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