Leave the Stress of Financial Uncertainty Behind
Financial planning isn’t about spreadsheets or investments. It’s about helping you live your best life with less stress and more confidence.
How We Help
Financial Coaching
Reduce stress and get control of your day-to-day finances.
Cash-flow and savings rate analysis
Debt payoff strategies
Build savings & emergency funds
Automate good financial habits
Financial Planning
A clear, actionable plan built around where you want to go.
Retirement planning & projections
Insurance & risk reviews
Tax-reduction strategies
Long-term goal setting
Investment Management
Fiduciary guidance designed to support your goals.
Portfolio design & risk alignment
Income and tax planning
Long-term planning integration
Ongoing monitoring and rebalancing
What Makes Fairway Different?
Life-centered Planning
Money is a tool, not the goal. We focus on what truly matters to you.
Independent & Fiduciary
Your best interest is always the priority.
Practical Simplicity
Plans you can actually follow and feel good about.
Transparent Pricing for Your Financial Journey
Our fee structure is designed to align our success with yours. We provide two levels of engagement based on your needs, but both are centered on the same fiduciary commitment to your best interest.
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To provide the highest level of fiduciary care, our compensation is split into two specialized parts: an Annual Planning Fee for the ongoing strategic roadmap of your life, and an Investment Management Fee for the professional oversight of your assets. This ensures every corner of your financial world, not just your portfolio, is being actively managed.
1. Financial Coaching & Planning
This is best for those who want a professional roadmap but prefer to handle the day-to-day execution of their investments themselves.
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Annual Planning Fee: $1,500 – $5,000.
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Ongoing Support: $250 per hour for additional consulting.
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Who This Is For:
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You enjoy managing your accounts but want a professional "second set of eyes" to validate your strategy.
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You have specific goals like college funding or a home purchase and need a roadmap to get there.
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You aren't quite ready for full management but want to ensure you aren't missing critical opportunities in your 30s or 40s.
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How You Pay: Fees are paid securely via ACH bank transfer.
This is best for those who want to delegate the complexity of their portfolio, tax strategy, and ongoing roadmap to a professional partner.
Our fees are blended, meaning as your wealth grows, your effective rate decreases. This ensures you benefit from economies of scale while receiving comprehensive, high-touch service.
2. Investment Management
If you have $1.5 Million managed by Fairway Planning, your fee is calculated by filling up the tiers:
How the "Blended" Math Works
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1% on the first $1,000,000 = $10,000
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0.75% on the remaining $500,000 = $3,750
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Total Annual Investment Fee: $13,750 (A blended rate of approximately 0.92%)
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Who This Is For:
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You are a busy professional or pre-retiree who wants to offload the stress of market volatility and rebalancing to an expert.
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You want a strategy that doesn't just chase returns but focuses on tax-efficiency and long-term wealth preservation.
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You want ongoing guidance on how your investments mesh with your estate and retirement income needs.
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How You Pay: Fees are deducted directly from your managed accounts on a monthly basis.
Assets Under Management (AUM)
Fee
First $1,000,000
1.00%
Next $1,000,001 – $5,000,000
0.75%
Over $5,000,000
0.50%
How Do I Get Started?
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