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Fairhaven Financial Advisory Corporation

Fairhaven Financial Advisory Corporation. CRD 124266

Fairhaven Financial Advisory Corporation logo

CRD: 124266

Fairhaven Financial Advisory Corporation

East Lansing, MI, 48823
5173322900
fairhavenfinancial.com
$377.6M Total AUM
$358.1M Disc. AUM
-- 3Y CAGR
7 Employees
805 ADV. Clients
16 yrs Firm Age

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Firm Details

Custodian
Assetmark · Charles Schwab & Company
Clients
Retail and Institutional
Platforms
HarborMomentum +more
Established Date
01-26-2010
Office Locations
1

Office Locations

1400 Abbot Road STE 330 East Lansing MI

About Fairhaven Financial Advisory Corporation

Fairhaven Financial Advisory Corporation provides retirement-focused financial planning, specializing in IRAs and qualified retirement plans for retirees and those nearing retirement. The team uses a systematic review across investments, taxes, estate planning, insurance, and Social Security, with ongoing IRA tax law training through Ed Slott’s IRA Group. A differentiator is their process to collect, compile, and store investment data to exceed government and industry standards for decision support.

Team overview

-- AVG AGE
$94.4M AVG AUM / ADVISOR
$469.1K AVG AUM / CLIENT
10.3 yrs AVG TENURE
7 Employees
4 Advisory Reps
4 RIA Reps
16yrs Firm Age

Insights

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Client Personas

Crest horizon

CRM

Meridian prime

Custodian

Pathway Fusion unison Pioneer Atlas frontier

Investment Themes

Unison delta Value

Investment Vehicles

Quantum

Platform

Crest

Services

Capital focus Legacy vital Vertex alpha Prime Optima Alpha frontier Eagle Delta Delta legacy

Technology

Momentum Beacon Insight Peak

Owner & Executives

J

JONATHAN RYAN BROOKS

Investment Advisor Representative, President, TREASURER

CRD
#6696538
Ownership
50% but less than 75%
(296) 354-2344
frontier.ridge@pioneercapital.com
in linkedin.com/in/vector-harbor
J

JOSHUA SCOTT ROBERDS

Investment Advisor Representative, Secretary, VICE PRESIDENT

CRD
#6792838
Ownership
50% but less than 75%
(640) 345-4617
momentum.peak@pathwaycapital.com
in linkedin.com/in/signal-zenith
C

Capital unison

Vertex catalyst

CRD
#83141
Ownership
6.5%
(639) 710-6070
unison.prime@ridgecapital.com
in linkedin.com/in/oak-fusion

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
09-09-2024
02-04-2025
01-15-2026
Category Assets AVG. Account size
Discretionary $358,066,079 $334,641
Non-Discretionary $19,573,595 $2,446,699
Total $377,639,674 $350,315

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Separately Managed Accounts

Total SMA Asset: $377,639,674

$377.6M Total SMA
Public Funds:
24.0%
Equity - Exchange:
43.4%
Cash:
23.7%
Other:
8.9%
Asset class Assets Assets %
Public Funds $1,869,353,538 24.0%
Equity - Exchange $3,380,414,315 43.4%
Cash $1,845,986,619 23.7%
Other $693,218,603 8.9%
Total $7,788,973,075 100.0%

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