Fairfield Financial Advisors

Fairfield Financial Advisors (CRD# 106408) is a financial advisory firm headquartered in Wellesley, MA. They manage $151,427,094 in 388 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    151
    MILLION
  • Total Number of Accounts
    388
    ACCOUNTS
  • Average Account Value
    $390,276
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, MA, NH, NY, TX, VT

Financial Advisors at Fairfield Financial Advisors
Showing 1 - 1 of 1 top financial advisors.
1
Jane V. King
CRD#: 269934
20 William Street, Suite 260, Wellesley, MA 02481
90
Wealthminder
score

Jane King (CRD# 269934) is an Investment Advisor Representative working at Fairfield Financial Advisors in Wellesley, MA and has 1 year of experience in the finance industry. Jane King has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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