Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$377,639,674
Total clients
805
9% high-net worth
Total advisors
4
of 7 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
201
Average account size
$469,118
Fairhaven Financial serves primarily individual investors—with a focus on retirees and those nearing retirement—as well as qualified retirement plans and other account types. The firm offers investment advisory and financial planning services centered on IRAs, retirement distribution planning, estate/trust-related guidance, and employer-sponsored plan consulting.
The firm follows an asset-allocation based approach with model strategies ranging from conservative to aggressive and provides both discretionary and non-discretionary portfolio management with quarterly or semiannual reviews. Fairhaven emphasizes a systematic financial review process that integrates compiled investment data with tax, Social Security and estate considerations to inform rollovers, distributions and broader retirement decisions.
Distinctive features include regular educational seminars and classes on retirement topics and operation as a licensed insurance agency; advisors hold life, health and annuity licenses and insurance sales can result in commissions in addition to advisory fees. As a small team managing about $378 million for roughly 800 clients, the firm also completed an internal ownership transition in 2026, reflecting long-tenured staff and continuity in its retirement-focused services.
Fixed project fees for General Consultation and Financial Planning services range from $100 to $10,000
$0 - $100,000: 1.60% (Gold Medal Services) $100,001 - $250,000: 1.60% (Gold Medal Services) $250,001 - $500,000: 1.30% (Gold Medal Services) $500,001 - $600,000: 1.20% (Gold Medal Services) $600,001 - $1,000,000: 1.00% (Gold Medal Services) $1,000,001+: Negotiable (Gold Medal Services) $0+: 0.50% (Limited Investment Advisory Services) all tiers $0 - $100,000: 1.60% (Retirement Plan Service - Investment Advisory) $100,001 - $250,000: 1.60% (Retirement Plan Service - Investment Advisory) $250,001 - $500,000: 1.30% (Retirement Plan Service - Investment Advisory) $500,001 - $600,000: 1.20% (Retirement Plan Service - Investment Advisory) $600,001 - $1,000,000: 1.00% (Retirement Plan Service - Investment Advisory) $1,000,001+: Negotiable (Retirement Plan Service - Investment Advisory) $0+: Up to 0.75% (ESPAS - Employer Sponsored Plan Advisor Services)
$100-$250 per hour for General Consultation and Financial Planning services, negotiable
Fee-only: General Consultation Services: $100-$250 per hour (negotiable), Fixed project fees $100-$10,000; Financial Planning Services: $100-$250 per hour (negotiable), flat fees $100-$10,000; Financial Seminars: $0-$100 per person
Fairhaven Financial Advisory Corporation
1400 Abbot Road, Ste 330
East Lansing MI 48823, United States
Number of offices
1
Florida · Michigan · North Carolina · Ohio · Texas
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
ChFC®, Series 63
East Lansing, MI
Fairhaven Financial Advisory Corporation
Series 63, Series 66
East Lansing, MI
Fairhaven Financial Advisory Corporation
Series 65
East Lansing, MI
Fairhaven Financial Advisory Corporation
Series 65
East Lansing, MI
Fairhaven Financial Advisory Corporation
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