FAIRFIELD FINANCIAL ADVISORS
Firm details
- Headquarters
- WELLESLEY, Massachusetts
- CRD number
- 106408
- Registered since
- July 26, 1993
- Website
- fairfieldfinadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM
- Client types
- HNWI85.08%
- Individuals7.3%
- Pension & Profit Sharing Plans5.05%
- Corporations / Businesses2.56%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Fairfield Financial Advisors is an independent, privately owned registered investment adviser that has been operating since the early 1990s. The firm serves both individual and family clients as well as institutional relationships, charging advisory fees on a percentage-of-AUM basis. Its advisory scope centers on financial planning and discretionary portfolio management for individuals and small businesses rather than pension consulting or multi-state adviser activities. The firm does not identify itself as an active ESG investor and is not positioned as a capital allocator; instead it deploys third‑party managers and traditional pooled products alongside direct equity positions. Custody for client assets is consolidated with Charles Schwab & Co., Inc.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Non-Exchange Traded Equities49%
- Public Funds/Mutual Funds26%
- Exchange Traded Equities20%
- Cash & Cash Equivalents4%
- US Government Bonds1%
Contacts
2 of 2JANE KING
OwnerCRD 269934
CAROLINE HEDGES
Client Relationship ManagerCRD 5022420
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 13Active vs passive
$130M in ETFs
100%
$130M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| INVESCO QQQ TRUST SERIES 1 (QQQ) | Invesco | Passive | Large Growth | $29M | 50,302 | 22.35% |
Location
WELLESLEY, MA
NORFOLK
Location
WELLESLEY, MA
Headquartered in WELLESLEY, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- NORFOLK
- Address
- The Wellesley Office Park Wi St
- Time zone
- ET (UTC-5)
- Office locations
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