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Fairhaven Wealth Management, LLC

Headquartered in WHEATON, IL

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Firm Information

Fairhaven Wealth Management, LLC is an investment advisor registered with the SEC. The firm provides a wide range of services, including financial planning, portfolio management for individuals, pension consulting, and publication of periodicals. Fairhaven Wealth Management manages assets for a diverse client base, including high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, pension and profit-sharing plans, and charitable organizations. The firm has a strong track record of managing assets and is committed to providing its clients with exceptional service.

Fairhaven Wealth Management, LLC

104 E. ROOSEVELT ROAD

WHEATON, IL 60187

$699.76M

Assets Under Management

48

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

FAIRHAVEN WEALTH MANAGEMENT, LLC has a total of 2 branch locations across the country.
location

WHEATON, IL

location

GLENVIEW, IL

Advisors at Fairhaven Wealth Management, LLC

View All 9 Advisors
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Phillip Brian Smolinski

RA

WHEATON, IL

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Blair A Fuchs

RA

WHEATON, IL

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Marc David Horner

CFP®, RA

WHEATON, IL

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David Michael Fluett

RA

WHEATON, IL

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Kurt D. Anderson

CFP®, RA

WHEATON, IL

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Jennifer Allison Taylor

CFP®, RA

WHEATON, IL

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Paul David Mardoian

CFP®, RA

GLENVIEW, IL

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Gerald William King

RA

WHEATON, IL

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Disclosures

There are no public disclosures for Fairhaven Wealth Management, LLC.

Frequently Asked Questions (7)

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