Fairway Wealth Management LLC

Fairway Wealth Management LLC (CRD# 120296) is a financial advisory firm headquartered in Independence, OH. They manage $1,052,650,000 in 160 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,053
    MILLION
  • Total Number of Accounts
    160
    ACCOUNTS
  • Average Account Value
    $6,579,063
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

FL, NY, OH, TX

Financial Advisors at Fairway Wealth Management LLC
Showing 1 - 4 of 4 top financial advisors.
1
Charles J. Avarello
CRD#: 4525996
6055 Rockside Woods Blvd., Suite 330, Independence, OH 44131
96
Wealthminder
score

Charles Avarello (CRD# 4525996) is an Investment Advisor Representative working at Fairway Wealth Management LLC in Independence, OH and has over 16 years of experience in the finance industry. Charles Avarello has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Daniel R. Gaugler
CRD#: 2888330
6055 Rockside Woods Blvd., Suite 330, Independence, OH 44131
96
Wealthminder
score

Daniel Gaugler (CRD# 2888330) is an Investment Advisor Representative working at Fairway Wealth Management LLC in Independence, OH and has over 20 years of experience in the finance industry. Daniel Gaugler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Mark S. Weiskind
CRD#: 3029504
6055 Rockside Woods Blvd., Suite 330, Independence, OH 44131
96
Wealthminder
score

Mark Weiskind (CRD# 3029504) is an Investment Advisor Representative working at Fairway Wealth Management LLC in Independence, OH and has over 19 years of experience in the finance industry. Mark Weiskind has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Terry J. Waye
CRD#: 2388751
6055 Rockside Woods Blvd., Suite 330, Independence, OH 44131
93
Wealthminder
score

Terry Waye (CRD# 2388751) is an Investment Advisor Representative working at Fairway Wealth Management LLC in Independence, OH and has over 17 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.