Fairhaven Wealth Management

Wealth Managementfairhavenwealth.com

Company typePrivate
Founded2015
HeadquartersWheaton, United States
Headcount11–50
GTM typeB2C
OfferingServices

Fairhaven Wealth Management firmographics

Firmographics

Name: Fairhaven Wealth Management
Legal name: Fairhaven Wealth Management, LLC
Website: https://fairhavenwealth.com
Company type: Private
Founded year: 2015
Operating status: Acquired
Headcount range: 11–50 employees
Ownership category
akta.pro rank

Fairhaven Wealth Management industry classification

Industry

Product category: Wealth Management
NAICS: Portfolio Management and Investment Advice (523940)
SIC: Investment Advice (6282)
akta.pro primary industry: Financial Planning–Led RIAs (FSAAACAB)
akta.pro secondary industries: Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)) (FSAAACAF), Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes) (FSAAACAL), Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE)

Keywords

Wealth management services
Retirement planning advisory
Investment advisory services
Financial planning consulting
Corporate benefits consulting

Where Fairhaven Wealth Management is headquartered

Location

Headquarters

HQ city: Wheaton
HQ country: United States
HQ region: North America

Offices1 record

Markets served

Fairhaven Wealth Management business model

Business model

GTM type: B2C
Offering type: Services
Cost components: Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

Wealth Management & Financial Planning Services: Fee-based wealth management and financial planning services for individuals and families. Services include retirement readiness assessment, portfolio management, tax-smart investment strategies, and coordination with tax/legal advisors. As an independent firm not restricted by corporate approved lists, they offer comprehensive advisory relationships.

Pricing tiers

Model	Billing	Price
Other	Annual	Personalized wealth management and financial planning

Go-to-market motion1 record

Distribution channels3 records

Marketing channels7 records

Fairhaven Wealth Management product offering

Product offering

Core offering

Fairhaven Wealth Management is an independent SEC-registered investment advisor (RIA) delivering fee-based financial planning, retirement readiness assessment, portfolio management, and tax-smart investment strategies for individuals, families, and corporate clients. The firm also provides corporate benefits consulting covering 401k benchmarking, Cash Balance plan analysis, and employee education programs, operating without the constraints of a corporate approved product list.

Product overview

Fairhaven Wealth Management offers a unified wealth management and financial planning service focused on independent, unbiased advisory for retirement readiness and comprehensive financial planning. The core offering centers on personalized financial planning and corporate benefits consulting, supported by proprietary educational content including the Million Dollar Cup of Coffee platform and The Fairhaven Journal newsletter. The firm provides free downloadable e-guides (Market Downturns, Pre-Retirement Strategies, Divorce Doublecheck) and Smart Strategy Guides as client acquisition tools, while The Local podcast extends their educational reach. All services are delivered through a team-based approach with certified advisors, emphasizing tax-smart strategies and disciplined investment management.

Differentiator

Problem solved

Functional benefit

Products and services

Financial Planning Comprehensive wealth management and financial planning services including retirement readiness assessment, portfolio risk evaluation, tax-optimization strategies, and coordinated advisory relationships for individuals and families.
Corporate Benefits Consulting Advisory services for corporate retirement plans including 401k benchmarking, Cash Balance plan analysis, employee education programs, and corporate benefits optimization for companies.

Companies that use Fairhaven Wealth Management

Customer profile

Named customers4 records

Segments3 records

Ideal customer profiles3 records

Fairhaven Wealth Management technology and API

Technology

Technology focussed No

API detail

Has API: No
API docs
API detail

Core technology

AI maturity

App detail

Feature2 records

Fairhaven Wealth Management partnerships and signals

Strategic signal

Scale indicators3 records

Recent moves5 records

Expansion highlights5 records

Fairhaven Wealth Management competitors and assessment

Company assessment

Direct peers

Pure Financial Advisors: Pure Financial Advisors is the firm that acquired Fairhaven in April 2025. As an independent, fee-only RIA focused on retirement planning and tax-smart wealth management for individuals and small businesses, it is the most directly comparable peer and shares Fairhaven's planning-led, fiduciary-first model.
Buckingham Strategic Wealth: Buckingham Strategic Wealth is a national, fee-only RIA offering comprehensive financial planning and investment management to individuals and families, now operating within the Focus Financial Partners platform. It mirrors Fairhaven's planning-led, open-architecture approach and similar affluent target market.
Moneta Group: Moneta Group is a fee-only RIA serving high-net-worth and retirement-age clients with comprehensive financial planning, retirement income, and tax coordination. Its Midwestern footprint and similar AUM scale make it a close comparable to Fairhaven's operating model.
Savant Wealth Management: Savant Wealth Management is an Illinois-based fee-only RIA serving individuals, families, and business owners with comprehensive financial planning and investment management. Its regional Midwest presence, planning-led approach, and similar client segments make it a strong comparable.
Carson Group: Carson Group is an RIA platform that supports independent advisors with wealth management, financial planning, and coaching services. It competes for the same advisor-led, planning-centric client segments and is a comparable business-model peer.

Broad incumbents

Edelman Financial Engines: Edelman Financial Engines is a large national RIA offering financial planning, investment management, and 401k advisory to individuals and corporate plans. It serves similar client needs as Fairhaven but at substantially greater scale and with a more institutional delivery model.
Focus Financial Partners: Focus Financial Partners is a partnership of independent RIAs and wealth management firms, including Fairhaven-comparable planning-led practices. It is a relevant peer because it both owns and competes with RIA firms operating Fairhaven's model.
Fisher Investments: Fisher Investments is a large RIA primarily focused on portfolio management for high-net-worth individuals. It overlaps with Fairhaven on investment advisory services but operates at materially greater scale and with a more investment-management-centric (rather than planning-led) offering.

Regional players

Plante Moran Financial Advisors: Plante Moran Financial Advisors is the wealth management affiliate of Plante Moran, serving individuals, families, and business owners primarily across the Midwest. Its regional Midwest footprint, business-owner focus, and integrated tax-and-advisory model are comparable to Fairhaven's approach.
Wintrust Wealth Management: Wintrust Wealth Management is the wealth management arm of Wintrust Financial, serving Chicago-area individuals, families, and business owners with planning, investment, and trust services. It competes with Fairhaven in the same regional Chicago market with a similar planning-led proposition.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

Fairhaven Wealth Management compliance and trust

Trust signal

Compliance1 record

Fairhaven Wealth Management financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Fairhaven Wealth Management leadership team

Management profile

Number of profiles

Profiles7 records

Fairhaven Wealth Management funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Fairhaven Wealth Management M&A and investment

M&A and investment

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Fairhaven Wealth Management

What does Fairhaven Wealth Management do?

Is Fairhaven Wealth Management a public or private company?

Fairhaven Wealth Management is a private company. It is classified as corporate owned and is currently acquired.

When was Fairhaven Wealth Management founded?

Fairhaven Wealth Management was founded in 2015. It employs 11 to 50 people.

Where is Fairhaven Wealth Management based?

Fairhaven Wealth Management is headquartered in Wheaton, United States, in the North America region.

How does Fairhaven Wealth Management make money?

One revenue line is on record: wealth Management & Financial Planning Services.

Who are Fairhaven Wealth Management's main competitors?

Direct peers on record are Pure Financial Advisors, Buckingham Strategic Wealth, Moneta Group, Savant Wealth Management and Carson Group. Broad incumbents are Edelman Financial Engines, Focus Financial Partners and Fisher Investments. Regional players are Plante Moran Financial Advisors and Wintrust Wealth Management.

Does Fairhaven Wealth Management have an API?

No public API is recorded for Fairhaven Wealth Management.

What industry is Fairhaven Wealth Management in?

Fairhaven Wealth Management's product category is Wealth Management. Its primary akta.pro industry code is FSAAACAB, Financial Planning–Led RIAs, with a secondary code of FSAAACAF, Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)). Its NAICS code is 523940 and its SIC code is 6282.