Fairway Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Fairway Financial Planning LLC is a fee‑only, registered investment adviser that provides discretionary investment management and comprehensive financial planning to individuals and high‑net‑worth clients. Services include ongoing and project‑based planning covering retirement, estate, tax, business planning, insurance, and investment analysis, as well as implementation of investment portfolios.
The firm emphasizes asset allocation and modern portfolio principles and employs both passive and active techniques, including fundamental and technical analysis, to construct portfolios aligned with clients’ risk tolerance and goals. Fairway typically manages accounts on a discretionary basis and, when appropriate, selects and coordinates Outside Managers and model portfolios on clients’ behalf, with periodic reviews to update plans and portfolios.
Compared with many firms in the investment‑manager category, Fairway routinely recommends and onboards third‑party advisers and uses a model marketplace relationship to implement some client strategies, presenting clients with a single blended advisory arrangement that incorporates those third‑party model fees. The firm also offers planning engagements billed on an hourly or recurring fixed‑fee basis (in addition to percentage‑of‑AUM investment fees), and operates as a recently established, small adviser with no stated account minimums.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Business sale tax planning
Business ownership considerations
Business exit / sale strategy
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Ongoing financial planning fees range from $100 to $500 per month, fixed monthly fee, negotiable.
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
Project-based financial planning charged at $250/hour, negotiable.
Fee-only: Financial planning services are fee-only (no commissions). Fees include hourly charges, fixed fees, and monthly recurring fees.
Main office location
Fairway Planning
Seattle WA, United States
Number of offices
1
Most active in
Fairway Planning has reported serving >5 clients in these states in the last 12 months.
Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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