David
Fluett
Fairhaven Wealth Management, LLC
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About this Advisor
David Fluett is a financial advisor based in Wheaton, Illinois, working with Fairhaven Wealth Management, LLC. David has previously held positions at Fairhaven Wealth Management, LLC and Core Capital Solutions LLC. David has passed the Series 65 regulatory exam and is registered to provide services in Illinois. Currently, David is part of Fairhaven Wealth Management, LLC, which operates out of Wheaton, Illinois. The firm has 19 employees and manages assets totaling $699.8 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and publication of newsletters. The fee structure at Fairhaven Wealth Management, LLC includes asset-based, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Fairhaven Wealth Management, LLC Brokerage Details
$699,758,693
19
1,596
$438,445
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
Fairhaven Wealth Management, LLC
Core Capital Solutions LLC
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
Wheaton, IL
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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