Daniel
Gaugler
Fairway Wealth Management LLC
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About this Advisor
Daniel Gaugler is a certified financial planner and personal financial specialist working out of Independence, Ohio with a total of 3 years of industry experience. Gaugler is an employee of Fairway Wealth Management LLC. Throughout their career, Gaugler has worked at Fairway Wealth LLC and Fairway Wealth Management LLC. Gaugler holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Ohio and Texas. Fairway Wealth Management LLC is a financial advisory firm based out of Independence, OH. It oversees $2 billion in assets across its 266 customer accounts, placing it among the largest firms in the nation by assets under management. Of its 266 client accounts, 85% are held by high-net-worth investors who have at least $1 million in investable assets. The advisory firm provides a diverse array 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 fee schedules usually vary depending on the services. Fees charged by Fairway Wealth Management LLC may include any blend of 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
Daniel Gaugler Work History
Daniel has been registered as a financial advisor for 3 years.*
Fairway Wealth LLC
Fairway Wealth Management 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 Daniel Gaugler 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.
