Daniel
Shomper

Fairway Wealth Management LLC

CRD#6927189
Investment Advisor
in Independence, OH

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About this Advisor

Daniel Shomper is a financial advisor based in Independence, Ohio, working with Fairway Wealth Management LLC. Daniel has previously held positions at Fairway Wealth Management, Wealth Impact Advisors, The University Of Akron - Ej Thomas Hall, Heeby's Surplus, High School, and University Of Akron. Daniel is registered to provide services in Ohio. Currently, Daniel is part of Fairway Wealth Management LLC, which operates out of Independence, Ohio. The firm has 20 employees and manages assets totaling $2.3 billion. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Fairway Wealth Management LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

6055 Rockside Woods Blvd. Suite 330
Independence, OH 44131

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Fairway Wealth Management LLC Brokerage Details

Total Assets Under Management

$2,347,110,472

OH Average: $2,106,341,625
Total Number of Employees

20

OH Average: 34
Total Number of Accounts

272

OH Average: 1,972
Average Account Size

$8,629,083

OH Average: $1,068,125

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 Shomper Work History

2021 - Present (4 years)

Fairway Wealth Management

2018 - 2021 (3 years)

Wealth Impact Advisors

2016 - 2020 (4 years)

The University Of Akron - Ej Thomas Hall

2016 - 2020 (4 years)

University Of Akron

2014 - 2018 (4 years)

Heeby'S Surplus

2012 - 2016 (4 years)

High School

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Disclosures

Please visit the SEC profile of Daniel Shomper 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

Taylor Papiernik
Independence, OH
Brian Tullio
Independence, OH
Franco Diliberto
Independence, OH
Alex Canitano
Independence, OH
Dina Leader
Independence, OH
Christopher Martin
Independence, OH
Daniel Shomper
Independence, OH
Vincent Digiacomo
Independence, OH

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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