CALDWELL FAIRFIELD ADVISORS

Overview

Caldwell Fairfield Advisors is an owner-operated limited liability company that positions itself as a boutique advisory practice focused on financial planning and the selection of third-party advisers. The firm’s business model is advisory/consulting-centric rather than asset-management-first: its stated activities emphasize delivering planning work and directing clients to outside managers when appropriate. The firm is flagged as a capital allocator, which indicates it arranges or places client capital with other managers rather than running large discretionary portfolios in-house. Caldwell Fairfield Advisors is not listed as an active ESG investor and does not operate as a multi-state or pension consulting firm. An industry affiliation with an accountant suggests the firm may integrate tax or accounting resources into client engagements or rely on accounting professionals as part of its referral and service network.

Assets & Accounts

Location & Offices