Matthew
Frederick

Fairhaven Wealth Management, LLC

CRD#2111309
Investment Advisor
in Wheaton, IL

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About this Advisor

Matthew Frederick is a financial advisor based in Wheaton, Illinois, working with Fairhaven Wealth Management, LLC. Matthew has previously held positions at Pacific Life Insurance Company, Pacific Select Distributors Inc, Wells Fargo Clearing Services, LLC, Wells Fargo Advisors Financial Network, LLC, and Fairhaven Wealth Management, LLC. Matthew has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois. Currently, Matthew 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 63, Series 65

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

Matthew Frederick Work History

2023 - Present (2 years)

Fairhaven Wealth Management, LLC

2023 - 2023 (< 1 year)

Wells Fargo Advisors Financial Network, LLC

2021 - 2023 (2 years)

Wells Fargo Clearing Services, LLC

2014 - 2021 (7 years)

Pacific Life Insurance Company

2014 - 2021 (7 years)

Pacific Select Distributors Inc

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Disclosures

Please visit the SEC profile of Matthew Frederick 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
Trent Warren
Wheaton, IL
Phillip Smolinski
Wheaton, IL
Blair Fuchs
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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