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 20 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 4 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 23 years of experience in the finance industry.

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