FAIRHAVEN WEALTH MANAGEMENT, LLC

104 E. Roosevelt Road
Suite 100
Wheaton, Illinois 60187
Tel: 630-333-9207

About FAIRHAVEN WEALTH MANAGEMENT, LLC

FAIRHAVEN WEALTH MANAGEMENT, LLC, formally registered with the SEC as FAIRHAVEN WEALTH MANAGEMENT, LLC. The firm was established in 12/17/2014. They have over 1 offices throughout the country.

FAIRHAVEN WEALTH MANAGEMENT, LLC is a Wheaton, Illinois based Financial Planning firm with nearly $783,193,210 assets under management, offering retirement planning & investment advisory services to 1576 clients. The firm is staffed with 19 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	173771
SEC#	801-80596
Assets Managed by Firm	$783,193,210
No. of Clients	1576
No. of Advisors	19

Fee Structure

A percentage of AUM
Fixed fees
Commission Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters

Firm Client Information

	No. of Clients	AUM
Firm Total	1576	$783,193,210
Individuals (other than high net worth individuals)	305	$100,245,120
High net worth individuals	242	$665,895,867
Pension and profit sharing plans	Fewer than 5 clients	$8,688,257
Charitable organizations	Fewer than 5 clients	$4,322,824
Corporations or other businesses	Fewer than 5 clients	$4,041,142

More Retirement Planning firms in Wheaton, Illinois:

Firm Name	Assets Under Management	Total Clients	Total Advisors
NORTHERN TRUST INVESTMENTS, INCORPORATED 50 S Lasalle Street Chicago, IL, 60603-1008	$1,016,556,943,580	41105	674
INVESCO CAPITAL MANAGEMENT LLC 3500 Lacey Road, Suite 700 Downers Grove, IL, 60515	$545,530,164,135	401	220
ENVESTNET PMC 150 North Riverside Plaza Suite 2050 Chicago, IL, 60606	$426,071,864,566	1821809	415
BALYASNY ASSET MANAGEMENT L.P. 444 W. Lake Street, 50th Floor Chicago, IL, 60606	$248,044,764,038	37	1857
NUVEEN ASSET MANAGEMENT, LLC 333 West Wacker Drive Chicago, IL, 60606	$239,614,971,441	59703	397

Explore More Retirement Advisors in Wheaton, Illinois

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.