# Robert McDonald

> Robert McDonald is a fee-only financial advisor at Fairway Capital Advisors in Newport Beach, California. Robert focuses on founders (pre-exit), equity compensation and family wealth transfer. Fairway Capital Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/robert-mcdonald/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Fairway Capital Advisors
- **Based in:** Newport Beach, California
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $66.7M across 248 accounts
- **Specialties:** Founders (pre-exit), Equity compensation, Family wealth transfer
- **Works with:** Founders, Multi-generational families
- **CRD:** 5498488 (https://adviserinfo.sec.gov/individual/summary/5498488)
- **SEC registration:** Investment adviser representative in CA, TX
- **Exams passed:** Series 66 (2009)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.fairwaycapadvisors.com

## Frequently asked questions

### Is Robert McDonald a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Fairway Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Robert charge for financial advice?

Robert's firm, Fairway Capital Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Robert McDonald based?

Robert McDonald is based in Newport Beach, California.

### What does Robert specialize in?

Robert's specialties include founders (pre-exit), equity compensation and family wealth transfer. Robert works with founders and multi-generational families.

### Is Robert McDonald registered with the SEC?

Yes. Robert McDonald is registered as an investment adviser representative in CA and TX (CRD 5498488), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Fairway Capital Advisors manage?

Fairway Capital Advisors reports $66.7M across 248 accounts in assets under management.

### How do I contact Robert McDonald?

Through Robert's website, www.fairwaycapadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5498488): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://fairwaycapadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.