Robert McDonald
Fairway Capital Advisors · Newport Beach, California
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.
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Specialties
Who they serve
- Founders
- Multi-generational families
Facts
| Firm | Fairway Capital Advisors |
|---|---|
| Based in | Newport Beach, California |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $66.7M across 248 accounts |
| SEC registration | Investment adviser representative in CA, TX · CRD 5498488 |
| Exams passed | Series 66 (2009) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.fairwaycapadvisors.com |
| Profile |
How Robert's firm compares
- Fairway Capital Advisors's average account is about $269,000, from its Form ADV (assets managed divided by 248 accounts).
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Questions about Robert
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.
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
- Fairway Capital Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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