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Todd Mcnitt

Advisor at Fairway Investment Group, LLC

Updated today

Location

East Jordan, MI

Credentials

Series 63, Series 65

Industry experience

18 years

About

Todd Mcnitt is a financial advisor with Fairway Investment Group, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked with Paradigm Equities, Inc. and Mea Financial Services, Inc. since 2008. Outside of his advisory roles, he operates a home-based builder business. 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 customizes investment strategies based on client profiles and employs fundamental, technical, and cyclical analysis, focusing on a membership-based clientele 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

East Jordan, MI

Most active in

Michigan

Work history

Paradigm Equities, Inc

2008 - Present (18 years)

Mea Financial Services, Inc.

2008 - Present (18 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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Don S

ChFC®, Series 63, Series 65

Boyne City, MI

Don A. Slabaugh, LLC

Don Slabaugh is the sole advisor at Don A. Slabaugh, LLC, an independent firm based in Boyne City, MI. He holds the ChFC® designation along with Series 63 and Series 65 licenses and has 25 years of industry experience. Slabaugh has led his firm since 2003. Don A. Slabaugh, LLC provides discretionary portfolio management services primarily to individual investors with accounts including IRAs, trusts, and taxable accounts. The firm manages approximately $30 million across about 30 client relationships, focusing on concentrated equity portfolios of mid- to large-cap stocks with dividend prospects, supplemented by fixed income and cash instruments. The investment approach combines fundamental and technical analysis, with discretionary trading authority and a longer-term horizon.

Concentrated stock management Active portfolio management
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Willis A

CFP®, Series 63

Bellaire, MI

Integra Financial, Inc.

Willis Ashby is a CFP® with 27 years of industry experience, currently serving at Integra Financial, Inc. since 1993. He holds the Series 63 designation and is involved as a trustee for Kids Accounts and as a partner in Partnership Family Coop. Integra Financial serves individuals, small businesses, trusts, pension plans, and estates, offering discretionary portfolio management, financial planning, and ERISA 3(21) plan advisory services. The firm employs a value-oriented investment approach combined with fundamental and technical analysis, utilizing third-party sub-advisors and option-based strategies.

General retirement planning Income planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Cash flow / budgeting Founder/Business Owner Retired
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Alison A

CFP®, Series 65

Bellaire, MI

Integra Financial, Inc.

Alison Ashby is a CFP® professional with two years of industry experience, currently serving as a financial advisor at Integra Financial, Inc. in Bellaire, Michigan. Her work history is primarily with Integra Financial, where she has been employed since 2022. Integra Financial serves individuals, small businesses, trusts, company pension plans, and estates by providing discretionary portfolio management, financial planning, and ERISA 3(21) plan advisory services. The firm employs a value-oriented investment approach that integrates fundamental and technical analysis, continuous account monitoring, and tactical adjustments under varying market conditions.

General retirement planning Income planning Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Cash flow / budgeting Founder/Business Owner Retired
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Timothy N

Series 63, Series 65

Boyne City, MI

McDonald Partners LLC

Timothy Norton is a financial advisor with McDonald Partners LLC in Ann Arbor, MI, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with McDonald Partners since 2006. Outside of his advisory role, Norton serves on the board of directors for Caymus Funding Inc., a portfolio company of McDonald Partners' private funds. McDonald Partners LLC serves individual investors and institutional clients, offering investment management, financial planning, pension consulting, and brokerage services. The firm combines advisory and broker-dealer activities and manages affiliated private funds alongside a variety of portfolio management and financial planning options.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Retired Executive Approaching retirement Mid-Career Professionals
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Paul M

Series 63, Series 65

Boyne City, MI

McDonald Partners LLC

Paul Moody is a financial advisor with McDonald Partners LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with McDonald Partners since 2015. Outside of his advisory role, Mr. Moody works seasonally as a fly fishing guide and ski instructor in Boyne City, Michigan. McDonald Partners LLC serves a diverse client base, including individual investors and institutional clients, offering investment management, financial planning, pension consulting, and brokerage services. The firm combines advisory and broker-dealer activities with affiliated private fund management and provides both discretionary and non-discretionary portfolio management through various program structures.

Wealth management Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Charitable giving & philanthropy Founder/Business Owner Retired Executive Approaching retirement Mid-Career Professionals
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Kristin B

CFP®

Charlevoix, MI

TruNorth Capital Management, LLC

Kristin Bennett is a CFP® professional with 12 years of experience in financial advising. She has worked at TruNorth Capital Management since 2023 and previously held positions at Greenleaf Trust and Plante Moran financial advisors. TruNorth Capital Management is a fee-only, fiduciary Registered Investment Adviser serving individuals, high-net-worth families, family offices, corporations, charitable foundations, and employer-sponsored retirement plans. The firm focuses on low-cost, broadly diversified portfolios managed on a discretionary basis, emphasizing ETFs, mutual funds, bonds, and cash equivalents with tactical asset allocation and periodic rebalancing.

Options & derivatives strategies ESG / Sustainable investing Founder/Business Owner Retired
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