Brian
Tullio
Fairway Wealth Management LLC
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About this Advisor
Brian Tullio is a certified financial planner working in Independence, Ohio with a total of 3 years of relevant experience. Tullio is currently employed by Fairway Wealth Management LLC. Tullio has gained experience at Fairway Wealth Management, Cleveland Clinic Foundation, Corsaro & Associates, Capital University Law School and Fairway Wealth LLC. Tullio is approved to work in Ohio. Fairway Wealth Management LLC is a registered investment company headquartered in Independence, OH. It controls $2 billion in assets under management among its 266 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. Of its 266 customer accounts, 85% belong to high-net-worth clients who have more than $1 million in assets. Fairway Wealth Management LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Financial management fees vary depending on the financial services. Fee types billed by Fairway Wealth Management LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Fairway Wealth Management LLC Brokerage Details
$1,652,486,003
17
266
$6,212,353
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Brian Tullio Work History
Brian has been registered as a financial advisor for 3 years.*
Fairway Wealth LLC
Fairway Wealth Management
Cleveland Clinic Foundation
Corsaro & Associates
Capital University Law School
*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 Brian Tullio 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 Fairway Wealth Management LLC
Independence, OH
Independence, OH
Independence, OH
Independence, OH
Independence, OH
Independence, OH
Independence, OH
Independence, OH
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
