CRD: 106408
Fairfield Financial Advisors
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-26-1993
- Office Locations
- 2
Office Locations
About Fairfield Financial Advisors
Fairfield Financial Advisors (Wellesley, MA) is an independent RIA delivering financial planning and discretionary investment management for individuals and business owners. Planning often spans retirement, tax, estate and business-succession needs, while portfolios use diversified asset allocation with ETFs, mutual funds and fixed income. Led by founder Jane King, the firm’s insights have been featured in Financial Planning and Yahoo Finance. Custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
JANE VIRGINIA KING
Chief Compliance Officer, Financial Advisor, General Partner, President
- CRD
- #269934
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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CAROLINE KING HEDGES
Financial Advisor, General Partner
- CRD
- #5022420
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $333,225,374 | $605,864 |
| Non-Discretionary | $0 | -- |
| Total | $333,225,374 | $605,864 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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