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

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