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FAIRFIELD FINANCIAL ADVISORS

The Wellesley Office Park
20 William Street, Ste 260
Wellesley, Massachusetts 02481
Tel: 781-431-1119

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About FAIRFIELD FINANCIAL ADVISORS

FAIRFIELD FINANCIAL ADVISORS, formally registered with the SEC as FAIRFIELD FINANCIAL ADVISORS. The firm was established in 07/26/1993. They have over 1 offices throughout the country.

FAIRFIELD FINANCIAL ADVISORS is a Wellesley, Massachusetts based Financial Planning firm with nearly $301,771,923 assets under management, offering retirement planning & investment advisory services to 490 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#106408
SEC#801-44279
Assets Managed by Firm$301,771,923
No. of Clients490
No. of Advisors4

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Firm Client Information

No. of ClientsAUM
Firm Total490$301,771,923
Individuals (other than high net worth individuals)103$54,817,934
High net worth individuals66$238,839,716
Pension and profit sharing plans2$8,114,273

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