Fairway Wealth Management LLC

Overview

Fairway Wealth Management operates from Independence, Ohio.¹ The firm primarily advises high net worth individuals and families, while providing limited services to corporations and company sponsored retirement plans that are usually connected to individual client relationships.¹ Its stated role for high net worth clients is a personal chief financial officer or financial quarterback.¹

History

The advisory business was acquired on December 1, 2020 from an independent, fee only, SEC registered investment advisory and consulting firm founded in June 2002.¹ Fairway Wealth Management is an indirect wholly owned subsidiary of Focus Financial Partners, LLC.¹ Focus Financial Partners Inc. is identified as the sole managing member of Focus LLC.¹ Investment vehicles affiliated with Clayton, Dubilier & Rice, LLC are described as indirect collective majority owners of Focus LLC, while investment vehicles affiliated with Stone Point Capital LLC are described as indirect owners.¹

Leadership

The Form ADV names Mark Weiskind, Charles Avarello, Daniel Gaugler, Christopher Martin, Dina Powers and Brian Tullio as managing principals responsible for management, supervision and oversight.¹ Brian Tullio was appointed Chief Compliance Officer effective February 24, 2026.¹

The firm website identifies Mark Weiskind as President, Partner, Wealth Advisory Services.² It identifies C.J. Avarello as CFO, Partner, Wealth Advisory Services, Dan Gaugler as Founding Partner, Wealth Advisory Services and Brian Tullio as CCO, Partner, Wealth Advisory Services.² The website also lists Chris Martin, Dina Leader Powers and Matthew Garrott as team members.²

Services

Fairway describes its core planning framework as an integration of financial planning, investment planning and estate planning.¹ It states that it is an independent, fee only adviser without ties to specific products.¹

Financial planning includes quantifying goals, analyzing alternatives, managing cash flow and coordinating day to day financial decisions.¹ Examples include quarterly tax estimate coordination, debt restructuring, refinancing analysis, stock option and deferred compensation planning, and reviews of property and liability insurance.¹

Investment planning covers investment education, asset allocation, asset location, manager selection and investment vehicle selection.¹ Investment plans are monitored through ongoing reporting and review.¹ Estate planning support includes reviewing existing documents, beneficiary designations and insurance coverage.¹ The firm does not draft estate documents.¹

Family office services may include bill payment, future cash flow projections, detailed recordkeeping and day to day financial management support.¹ They may also include oversight of charitable foundations, trusts and donor advised funds.¹ The firm states that it does not prepare tax returns, sell insurance products or act as an attorney, accountant or insurance agent.¹

For companies and retirement plans, services include fiduciary process development, portfolio oversight and periodic reports covering markets, performance, managers, benchmarks and allocation targets.¹ These services may be discretionary or non discretionary, with client imposed investment restrictions.¹

What the firm offers

• Financial planning
• Tax planning
• Estate planning
• Trust and fiduciary
• Philanthropy
• Administration and bill pay
• Risk and insurance
• Private and alternative investments
• Retirement planning

Client focus

Target client liquid portfolio assets are typically between $2 million and $100 million.¹ The firm’s “Next-Gen” service focuses primarily on children and grandchildren of existing clients and may include clients below the usual portfolio asset target.¹ Next-Gen clients receive investment advisory services and typically five to ten hours of broad financial counseling annually.¹

The website describes a 23 person team, more than $3 billion in investment assets, approximately 300 families and clients in more than 30 states as of February 2026.³ It says clients typically interact with three to five Fairway team members, including a primary wealth manager, associate wealth manager and client service associate.⁴

Investment philosophy and approach

Fairway says its founders began as tax advisers and that tax efficiency and after tax returns have been central to its value proposition since founding.⁴ The firm describes investment planning as a process involving education, allocation, asset location, manager selection and investment vehicle selection, followed by ongoing reporting and review.¹ Its website says quarterly client reports cover net worth, market commentary, portfolio strategy, performance and financial picture messaging.⁴

Assets and minimums

The Form ADV reports total assets under management of $2,977,221,827 as of December 31, 2025.¹ Of that amount, $1,302,149,076 was discretionary and $1,675,072,751 was non discretionary.¹

The minimum annual fee for ongoing wealth management services is $15,000, subject to reduction or waiver at the firm’s discretion.¹ Standard asset based fees are 1.00 percent on the first $2 million, 0.75 percent on the next $3 million, 0.50 percent on the next $5 million and 0.25 percent above $10 million.¹ Fixed annual retainers may replace asset based fees where percentage billing is infeasible or not commensurate with scope.¹ Hourly project fees may range from $100 to $400.¹

By the numbers

FAQs

Related resources

• LocationMultifamily offices in Ohio

  This Ohio directory helps a family or business owner place Fairway Wealth Management within the broader local advisory market. It can support comparisons among firms offering financial planning, tax planning, retirement planning, private investments and related services for high net worth clients.

• Network siteEstatePlanner.com

  EstatePlanner.com offers plain language guides on wills, trusts and estate planning topics. These materials can help readers prepare questions about Fairway Wealth Management's estate planning, trust and fiduciary, philanthropy, tax planning and administration services before an initial discussion.

• GuideLife events that trigger a change

  A life event such as a sale of a business, inheritance, retirement or family change may alter financial priorities. This resource helps readers consider when to revisit planning for taxes, estate matters, insurance, investments, retirement income and bill administration with an adviser.

• GuideQuestions to ask a multifamily office

  This question guide gives prospective clients a framework for evaluating a multifamily office relationship. A business owner or family can use it to ask Fairway Wealth Management about planning scope, fiduciary responsibilities, private investments, retirement plans, fees, reporting and coordination with other professionals.

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  Profiles for Trust Company Family Offices, CM Wealth Advisors LLC and Cornerstone Family Office provide additional points of reference on MultifamilyOffices.com. Reviewing these firms alongside Fairway Wealth Management may help a family or business owner compare stated services, client focus and regional availability before requesting information.

Sources

1. Fairway Wealth Form ADV Part 2A, March 2026 , as of March 13, 2026.
2. Fairway team page , accessed October 23, 2026.
3. Fairway Wealth Manager page , accessed October 23, 2026.
4. Fairway FAQ , accessed October 23, 2026.

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.