Fieldstone Financial Management Group, LLC

Fieldstone Financial Management Group, LLC (CRD# 112296) is a financial advisory firm headquartered in Foxboro, MA. They manage $193,151,193 in 787 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    193
    MILLION
  • Total Number of Accounts
    787
    ACCOUNTS
  • Average Account Value
    $245,427
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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, DE, FL, MA, MD, NJ, NY, PA, TX, VA

Financial Advisors at Fieldstone Financial Management Group, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Kristofor R. Behn
CRD#: 2969045
2 Hampshire Street, Suite 100b, Foxboro, MA 02035
96
Wealthminder
score

Kristofor Behn (CRD# 2969045) is an Investment Advisor Representative working at Fieldstone Financial Management Group, LLC in Foxboro, MA and has over 19 years of experience in the finance industry. Kristofor Behn 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.

2
Christopher L. Dowley
CRD#: 1556908
22 School Street, Suite 5, Marblehead, MA 01945
96
Wealthminder
score

Christopher Dowley (CRD# 1556908) is an Investment Advisor Representative working at Fieldstone Financial Management Group, LLC in Marblehead, MA and has over 31 years of experience in the finance industry.

3
Jonathan H. Loer
CRD#: 2725999
2 Hampshire Street, Suite 100b, Foxboro, MA 02035
96
Wealthminder
score

Jonathan Loer (CRD# 2725999) is an Investment Advisor Representative working at Fieldstone Financial Management Group, LLC in Foxboro, MA and has over 21 years of experience in the finance industry. Jonathan Loer 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.

4
Michael A. Ness
CRD#: 4926689
2 Hampshire Street, Suite 100b, Foxboro, MA 02035
96
Wealthminder
score

Michael Ness (CRD# 4926689) is an Investment Advisor Representative working at Fieldstone Financial Management Group, LLC in Foxboro, MA and has over 12 years of experience in the finance industry. Michael Ness 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.

5
Frank J. Marrone
CRD#: 4960685
16225 Park Ten Place, Suite 500, Houston, TX 77084
86
Wealthminder
score

Frank Marrone (CRD# 4960685) is an Investment Advisor Representative working at Fieldstone Financial Management Group, LLC in Houston, TX and has over 12 years of experience in the finance industry. Frank Marrone 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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