Marc
Horner

Fairhaven Wealth Management, LLC

CRD#4332438
Investment Advisor
in Wheaton, IL

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About this Advisor

Marc Horner is a financial advisor based in Wheaton, Illinois, working with Fairhaven Wealth Management, LLC. Marc has previously held positions at UBS Financial Service Inc, Triad Advisors, Inc, and Fairhaven Wealth Management, LLC. Marc has passed the Series 65 and Series 66 regulatory exams and is registered to provide services in Illinois. Currently, Marc 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

Series 65, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

104 E. Roosevelt Road Suite 100
Wheaton, IL 60187

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Fairhaven Wealth Management, LLC Brokerage Details

Total Assets Under Management

$699,758,693

IL Average: $6,674,516,078
Total Number of Employees

19

IL Average: 44
Total Number of Accounts

1,596

IL Average: 2,564
Average Account Size

$438,445

IL Average: $2,603,165

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

Marc Horner Work History

2015 - Present (9 years)

Fairhaven Wealth Management, LLC

2015 - 2019 (4 years)

Triad Advisors, Inc

2008 - 2015 (7 years)

Ubs Financial Service Inc

Disclosures

Please visit the SEC profile of Marc Horner 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

Matthew Frederick
Wheaton, IL
Gerald King
Wheaton, IL
Blair Fuchs
Wheaton, IL
Trent Warren
Wheaton, IL
Phillip Smolinski
Wheaton, IL
Marc Horner
Wheaton, IL
Kurt Anderson
Wheaton, IL
David Fluett
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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