Fiduciary Wealth Partners, LLC

Fiduciary Wealth Partners, LLC (CRD# 160696) is a financial advisory firm headquartered in Boston, MA. They manage $621,361,109 in 123 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    621
    MILLION
  • Total Number of Accounts
    123
    ACCOUNTS
  • Average Account Value
    $5,051,716
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
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.

MA

Financial Advisors at Fiduciary Wealth Partners, LLC
Showing 1 - 3 of 3 top financial advisors.
1
James K. Cornell
CRD#: 2826487
225 Franklin Street, 26th Floor, Boston, MA 02110
93
Wealthminder
score

James Cornell (CRD# 2826487) is an Investment Advisor Representative working at Fiduciary Wealth Partners, LLC in Boston, MA and has over 21 years of experience in the finance industry.

2
Erik R. Marr
CRD#: 5655050
225 Franklin Street, 26th Floor, Boston, MA 02110
90
Wealthminder
score

Erik Marr (CRD# 5655050) is an Investment Advisor Representative working at Fiduciary Wealth Partners, LLC in Boston, MA and has over 5 years of experience in the finance industry.

3
Preston D. McSwain
CRD#: 2320744
225 Franklin Street, 26th Floor, Boston, MA 02110
83
Wealthminder
score

Preston McSwain (CRD# 2320744) is an Investment Advisor Representative working at Fiduciary Wealth Partners, LLC in Boston, MA and has over 24 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.