Fairway Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Fairway Financial serves individuals (including high-net-worth clients), business entities, trusts, estates and charitable organizations, managing roughly $160 million for about 121 client relationships and operating with two advisors. The firm provides discretionary portfolio management, financial planning and related consulting, and may recommend or allocate to unaffiliated independent managers where appropriate.
Portfolios are primarily constructed with ETFs, mutual funds and individual equities and often implemented through firm-developed model portfolios; clients may not set restrictions on specific model holdings. Fairway Financial describes an investment approach that draws on modern portfolio theory, fundamental and technical analysis and option strategies, and it generally advises on asset allocation and manager selection rather than producing in‑depth quantitative or qualitative analysis of individual securities; tax efficiency is not presented as a primary objective.
What distinguishes the firm from many peers is its regular offering of educational seminars and workshops on retirement and financial planning (often complimentary or for a nominal materials fee), a service relatively uncommon among similar firms. The advisory team holds multiple advanced professional credentials and the firm provides stand‑alone and complex planning engagements, including business exit and succession work, while also disclosing the use of AI tools for meeting recordings and transcriptions with an option for clients to opt out.
Client services
Expertise
Occupation focus
Fee options
Financial planning fees generally range from $3,000 to $25,000; up to $100,000 for complex engagements.
0.75% to 2.00% annually (tiered and negotiable)
Insurance products sold by licensed agents earn separate commissions.
Account minimum: $500,000
Main office
950 S Winter Park Drive, Suite 352
Casselberry FL 32707
Advisors at this office
2
Most active in
Florida
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
Randy S
CFP®, Series 63, Series 66
Casselberry, FL
Fairway Financial, LLC
Randy Smith is a Certified Financial Planner® with 26 years of industry experience. He has been with Fairway Financial, LLC since 2015 and previously worked at Calton & Associates, Inc. for ten years. He is also an independent insurance agent. Fairway Financial serves individuals, including high-net-worth clients, as well as business entities, trusts, estates, and charitable organizations. The firm provides discretionary portfolio management, financial planning, and consulting through model portfolios, independent managers, and discretionary management of certain retirement accounts.
Summer D
Series 66
Casselberry, FL
Fairway Financial, LLC
Summer Dorn is a financial advisor at Fairway Financial, LLC with 10 years of industry experience. She holds a Series 66 designation and has worked at Fairway Financial since 2004, including time at Calton & Associates, Inc. from 2015 to 2025. Fairway Financial serves individuals—including high-net-worth clients—as well as business entities, trusts, estates, and charitable organizations, providing discretionary portfolio management, financial planning, and consulting. The firm employs a tailored, typically discretionary investment approach using ETFs, mutual funds, individual equities, and third-party manager mandates, and offers educational seminars and workshops along with a focus on exit and business succession planning.
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