Fairhaven Financial Advisory Corporation
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Fairhaven Financial serves primarily individual investors—with a focus on retirees and those nearing retirement—as well as qualified retirement plans and other account types. The firm offers investment advisory and financial planning services centered on IRAs, retirement distribution planning, estate/trust-related guidance, and employer-sponsored plan consulting.
The firm follows an asset-allocation based approach with model strategies ranging from conservative to aggressive and provides both discretionary and non-discretionary portfolio management with quarterly or semiannual reviews. Fairhaven emphasizes a systematic financial review process that integrates compiled investment data with tax, Social Security and estate considerations to inform rollovers, distributions and broader retirement decisions.
Distinctive features include regular educational seminars and classes on retirement topics and operation as a licensed insurance agency; advisors hold life, health and annuity licenses and insurance sales can result in commissions in addition to advisory fees. As a small team managing about $378 million for roughly 800 clients, the firm also completed an internal ownership transition in 2026, reflecting long-tenured staff and continuity in its retirement-focused services.
Client services
Expertise
Occupation focus
Fee options
Fixed project fees for General Consultation and Financial Planning services range from $100 to $10,000
$0 - $100,000: 1.60% (Gold Medal Services) $100,001 - $250,000: 1.60% (Gold Medal Services) $250,001 - $500,000: 1.30% (Gold Medal Services) $500,001 - $600,000: 1.20% (Gold Medal Services) $600,001 - $1,000,000: 1.00% (Gold Medal Services) $1,000,001+: Negotiable (Gold Medal Services) $0+: 0.50% (Limited Investment Advisory Services) all tiers $0 - $100,000: 1.60% (Retirement Plan Service - Investment Advisory) $100,001 - $250,000: 1.60% (Retirement Plan Service - Investment Advisory) $250,001 - $500,000: 1.30% (Retirement Plan Service - Investment Advisory) $500,001 - $600,000: 1.20% (Retirement Plan Service - Investment Advisory) $600,001 - $1,000,000: 1.00% (Retirement Plan Service - Investment Advisory) $1,000,001+: Negotiable (Retirement Plan Service - Investment Advisory) $0+: Up to 0.75% (ESPAS - Employer Sponsored Plan Advisor Services)
$100-$250 per hour for General Consultation and Financial Planning services, negotiable
Fee-only: General Consultation Services: $100-$250 per hour (negotiable), Fixed project fees $100-$10,000; Financial Planning Services: $100-$250 per hour (negotiable), flat fees $100-$10,000; Financial Seminars: $0-$100 per person
Main office
1400 Abbot Road, Ste 330
East Lansing MI 48823
Advisors at this office
4
Most active in
Florida · Michigan · North Carolina · Ohio · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Joseph B
ChFC®, Series 63
East Lansing, MI
Fairhaven Financial Advisory Corporation
Joseph Brooks is a financial advisor with Fairhaven Financial Advisory Corporation in East Lansing, MI, holding the ChFC® and Series 63 designations and bringing 45 years of industry experience. He has worked at firms including Innovation Partners LLC and Royal Alliance Associates, INC., and has been with Fairhaven Financial Advisory Corporation since 1999. Brooks is also a licensed insurance agent for various life, health, disability, and fixed interest annuity products. Fairhaven Financial Advisory Corporation serves individual investors, including high-net-worth clients and sponsors of qualified retirement plans, focusing on retirees and those nearing retirement. The firm offers portfolio management, retirement distribution planning, financial consulting, and employer-sponsored plan advisory services using an asset-allocation approach with strategies ranging from conservative to aggressive.
Rachel A
Series 63, Series 66
East Lansing, MI
Fairhaven Financial Advisory Corporation
Rachel Anderson is an investment advisor representative and chief compliance officer at Fairhaven Financial Advisory Corporation with 17 years of industry experience. She has held roles at Innovation Partners LLC and Mercap Securities, LLC, among others. Anderson is based in East Lansing, MI, and holds Series 63 and Series 66 licenses. Fairhaven Financial Advisory Corporation serves individual investors, including high-net-worth clients, and sponsors of qualified retirement plans, focusing on retirees and those nearing retirement. The firm offers portfolio management, retirement distribution planning, financial consulting, and employer-sponsored plan advisory services, using an asset-allocation framework with strategies ranging from conservative to aggressive.
Joshua R
Series 65
East Lansing, MI
Fairhaven Financial Advisory Corporation
Joshua Roberds is a financial advisor at Fairhaven Financial Advisory Corporation with seven years of industry experience. He holds a Series 65 credential and has been with Fairhaven Financial since 2017, following a one-year tenure at Extend Your Reach. Fairhaven Financial Advisory Corporation primarily serves individual investors, retirees, and those nearing retirement, as well as qualified retirement plans. The firm provides investment advisory and financial planning services focused on retirement accounts, distribution planning, estate and trust guidance, and employer-sponsored plan consulting, using an asset-allocation based approach with both discretionary and non-discretionary portfolio management.
Jonathan B
Series 65
East Lansing, MI
Fairhaven Financial Advisory Corporation
Jonathan Brooks is a financial advisor at Fairhaven Financial Advisory Corporation in East Lansing, MI, holding a Series 65 designation with eight years of industry experience. He has been with Fairhaven Financial Advisory Corporation since 2016. Brooks is also a licensed insurance agent for various insurance products, including life, health, disability, and fixed interest annuities. Fairhaven Financial Advisory Corporation serves primarily individual investors, especially retirees and those nearing retirement, along with qualified retirement plans. The firm employs an asset-allocation based approach and provides both discretionary and non-discretionary portfolio management combined with financial planning focused on retirement and estate matters.
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