Fairway Asset Management, Inc.

Fairway Asset Management, Inc. (CRD# 142038) is a financial advisory firm headquartered in Danville, CA. They manage $40,100,000 in 148 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    148
    ACCOUNTS
  • Average Account Value
    $270,946
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX

Financial Advisors at Fairway Asset Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Tim A. Smith
CRD#: 2936153
931 Hartz Way, Suite 215, Danville, CA 94526
104
Wealthminder
score

Tim Smith (CRD# 2936153) is a Financial Advisor and Coach working at Fairway Asset Management, Inc. in Danville, CA and has over 19 years of experience in the finance industry.

 

Tim feels like he works best with someone going through a major life transition, such as a divorce, death of a spouse or retirement.  He has developed a process called The Master Plan that goes much deeper than the traditional financial plan. If you are going through a major transition in your life, you need something more than a generic financial plan. Tim can help you think about what is most important in your life, and then help you align the way you spend your time and money to those most important things.  

 

Tim has a way of making complicated things simple.  He will not try and impress you with his knowledge.  Rather he will listen to you and see how he can help you.

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