Summer Dorn
Fairway Financial · Casselberry, Florida
Summer Dorn is a fee-only financial advisor at Fairway Financial in Casselberry, Florida. 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 |
| SEC registration | Investment adviser representative in FL · CRD 4892488 |
| Exams passed | Series 66 (2017) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.myfairwayfinancial.com |
How Summer'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 Summer
Is Summer Dorn a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Summer 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 Summer charge for financial advice?
Summer's firm, Fairway Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Summer Dorn based?
Summer Dorn is based in Casselberry, Florida.
Is Summer Dorn registered with the SEC?
Yes. Summer Dorn is registered as an investment adviser representative in FL (CRD 4892488), 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 Summer Dorn?
Through Summer'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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