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, SEC-registered registered investment adviser that has been operating since 1993. The firm serves both individual/family and institutional clients, charging fees as a percentage of assets under management. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. Fairfield describes itself as not being a capital allocator in the sense of running a third‑party manager platform, and it does not self-identify as an active ESG investor.
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 2
Jane King
PresidentCRD 269934
Caroline Hedges
Client Relationship ManagerCRD 5022420
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 20Active vs passive
$166M in ETFs
100%
$166M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) TECHNOLOGY SELECT SECTOR SPDR(R) ETF (XLK) | State Street | Passive | Technology | $35.1M | 184,159 | 21.17% |
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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