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Scott Barnhart

Advisor at Fairway Investment Group, LLC

Updated today

Location

Algonac, MI

Credentials

CFP®, ChFC®, Series 66

Industry experience

8 years

About

Scott Barnhart is a CFP® and ChFC® with eight years of experience in financial advisory. He has been associated with Fairway Investment Group, LLC, Paradigm Equities, Inc., and MEA Financial Services since 2017. Prior to his advisory roles, he worked with Algonac Schools for five years. Fairway Investment Group primarily serves individual clients affiliated with the Michigan Education Association, providing fee-based portfolio management and advisory services through LPL Financial-sponsored programs. The firm employs a tailored investment approach using fundamental, technical, and cyclical analysis, focusing on a membership-based client population rather than high-net-worth individuals.

Client services

Based on Fairway Investment Group, LLC

Portfolio management Educational seminars or workshops

Expertise

Based on Fairway Investment Group, LLC

Wealth management Real estate investing Passive / index investing

Occupation focus

Based on Fairway Investment Group, LLC

Educators, Teachers, and Academics

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Fee options

Percentage

$0+: Up to 1.5% annually (negotiable depending on program and client) $5,000 - $10,000: Small account balance fee may be charged by LPL (for GWP under $10,000)

Commissions

Commission compensation through Paradigm Equities for certain investment products; no advisory fee charged when commissions are paid on those products.

Other

Account minimum: $5,000 Fee-only: Advisory fees up to 1.5% of assets under management, negotiable, charged quarterly in advance.

Location

Algonac, MI

Most active in

Michigan

Work history

Fairway Investments, LLC

2017 - Present (9 years)

Paradigm Equities, Inc.

2017 - Present (9 years)

MEA Financial Services

2017 - Present (9 years)

Algonac Schools

2012 - 2017 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Michael S

Series 63, Series 65

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Michael Shanku is the sole advisor at MJS Capital Inc., an independent registered investment adviser based in Chesterfield, MI. He holds Series 63 and Series 65 licenses and has 23 years of industry experience. Since 2010, he has been managing portfolios through MJS Capital Inc. MJS Capital Inc. provides individualized portfolio management services to individual clients, overseeing approximately $2.52 million in assets across 11 accounts. The firm emphasizes documented analysis methods, ongoing monitoring, and security selection as part of its investment approach.

General retirement planning
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CFP®, CFA®

Fair Haven, MI

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Wealth management Active portfolio management Passive / index investing Real estate investing
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New Baltimore, MI

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Wealth management Retirement plans for business owners (SEP, solo 401k)
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Business exit / sale strategy Founder/Business Owner Retired
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Michael M

CFP®, Series 63, Series 65

Chesterfield, MI

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Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Retired
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