Fiduciary Wealth Partners, LLC

Fiduciary Wealth Partners, LLC (CRD# 160696) is a financial advisory firm headquartered in Boston, MA. They manage $1,325,354,360 in 472 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
177 Huntington Avenue, 17th Floor, Boston, MA 02115
https://www.linkedin.com/company/9187930/
By the Numbers
  • Total Assets Under Management
    1,325
    MILLION
  • Total Number of Accounts
    472
    ACCOUNTS
  • Average Account Value
    $2,807,954
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MA, MI, NH, NY

Financial Advisors at Fiduciary Wealth Partners, LLC
Showing 1 - 5 of 5 top financial advisors.
1
James Cornell, financial advisor Boston MA
James K. Cornell
CRD#: 2826487
177 Huntington Avenue, 17th Floor, Boston, MA 02115

James Cornell (CRD# 2826487) is an Investment Advisor Representative working at Fiduciary Wealth Partners, LLC in Boston, MA and has over 27 years of experience in the finance industry.

2
Erik Marr, financial advisor Boston MA
Erik R. Marr
CRD#: 5655050
177 Huntington Ave., 17th Fl, Boston, MA 02115

Erik Marr (CRD# 5655050) is an Investment Advisor Representative working at Fiduciary Wealth Partners, LLC in Boston, MA and has over 12 years of experience in the finance industry.

3
Preston McSwain, financial advisor Boston MA
Preston D. McSwain
CRD#: 2320744
177 Huntington Ave., 17th Floor, Boston, MA 02115

Preston McSwain (CRD# 2320744) is an Investment Advisor Representative working at Fiduciary Wealth Partners, LLC in Boston, MA and has over 31 years of experience in the finance industry.

4
Stephen Bonder, financial advisor Boston MA
Stephen E. Bonder
CRD#: 7884994
177 Huntington Avenue, 17th Floor, Boston, MA 02115

Stephen Bonder (CRD# 7884994) is an Investment Advisor Representative working at Fiduciary Wealth Partners, LLC in Boston, MA and has 1 year of experience in the finance industry.

5
Daniel Grenier, financial advisor Boston MA
Daniel P. Grenier
CRD#: 6350614
177 Huntington Avenue, 17th Floor, Boston, MA 02115

Daniel Grenier (CRD# 6350614) is an Investment Advisor Representative working at Fiduciary Wealth Partners, LLC in Boston, MA and has over 8 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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