Randy Smith
Fairway Financial · Casselberry, Florida
Randy Smith is a fee-only financial advisor at Fairway Financial in Casselberry, Florida, who holds the CFP credential. Fairway Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Fairway Financial |
|---|---|
| Based in | Casselberry, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $159.6M across 329 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL · CRD 3166132 |
| Exams passed | Series 63 (1999) · Series 66 (2003) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.myfairwayfinancial.com |
| Profile |
How Randy's firm compares
- Fairway Financial's average account is about $485,000, from its Form ADV (assets managed divided by 329 accounts).
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Questions about Randy
Is Randy Smith a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Randy holds no broker registration, and Fairway Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Randy charge for financial advice?
Randy's firm, Fairway Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Randy Smith based?
Randy Smith is based in Casselberry, Florida.
What credentials does Randy Smith hold?
Randy Smith holds the CFP credential.
Is Randy Smith registered with the SEC?
Yes. Randy Smith is registered as an investment adviser representative in FL (CRD 3166132), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fairway Financial manage?
Fairway Financial reports $159.6M across 329 accounts in assets under management.
How do I contact Randy Smith?
Through Randy's website, www.myfairwayfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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