David
Fluett
Fairhaven Wealth Management, LLC
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About this Advisor
David Fluett is a financial advisor who works in Wheaton, Illinois with 4 years of relevant experience. Fluett is an advisor for Fairhaven Wealth Management, LLC. Throughout their career, they have worked at Fairhaven Wealth Management, LLC and Core Capital Solutions LLC. Fluett has a Series 65 license, which qualifies them as an investment advisor representative, and is registered to operate in Illinois. Fairhaven Wealth Management, LLC is a business based out of Wheaton, IL. It administers $607 million in total assets between its 1,465 client accounts, making it one of the bigger financial advisory firms in the United States by assets under management. Of its 1,465 customer accounts, 46% are held by high-net-worth clients who have greater than $1 million in investable assets. Fairhaven Wealth Management, LLC offers a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers and publication of newsletters. Financial advisory fees largely are based on which services are provided. However, fee types billed by Fairhaven Wealth Management, LLC can consist of any combination of asset-based, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fairhaven Wealth Management, LLC Brokerage Details
$606,682,363
18
1,465
$414,118
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
David Fluett Work History
David has been registered as a financial advisor for 4 years.*
Fairhaven Wealth Management, LLC
Core Capital Solutions LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Fluett to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Fairhaven Wealth Management, LLC
Wheaton, IL
Wheaton, IL
Wheaton, IL
Wheaton, IL
Wheaton, IL
Wheaton, IL
Wheaton, IL
Glenview, IL
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