Fieldstone Financial Management Group, LLC

Fieldstone Financial Management Group, LLC (CRD# 112296) is a financial advisory firm headquartered in Foxboro, MA. They manage $246,998,219 in 1,059 accounts and serve the financial needs of clients across 17 states (or territories).

By the Numbers
  • Total Assets Under Management
    247
    MILLION
  • Total Number of Accounts
    1,059
    ACCOUNTS
  • Average Account Value
    $233,237
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, DC, DE, FL, IL, MA, MD, NC, NJ, NV, NY, OH, PA, RI, SC, TX, VA

Financial Advisors at Fieldstone Financial Management Group, LLC
Showing 1 - 10 of 10 top financial advisors.
1
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.

2
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 22 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.

3
Joshua A. Barone
CRD#: 3120814
1 E. Liberty Street, #406, Reno, NV 89501
93
Wealthminder
score

Joshua Barone (CRD# 3120814) is an Investment Advisor Representative working at Fieldstone Financial Management Group, LLC in Reno, NV and has over 19 years of experience in the finance industry.

4
Robert N. Barone
CRD#: 837563
2 Hampshire Street, Suite 100b, Foxboro, MA 02035
93
Wealthminder
score

Robert Barone (CRD# 837563) is an Investment Advisor Representative working at Fieldstone Financial Management Group, LLC in Foxboro, MA and has over 18 years of experience in the finance industry.

5
Lauris S. Lambergs
CRD#: 4001420
2 Hampshire Street, Suite 100b, Foxboro, MA 02035
93
Wealthminder
score

Lauris Lambergs (CRD# 4001420) is an Investment Advisor Representative working at Fieldstone Financial Management Group, LLC in Foxboro, MA and has over 18 years of experience in the finance industry.

6
Andrea Nolan
CRD#: 3126171
1 E. Liberty Street, #406, Reno, NV 89501
93
Wealthminder
score

Andrea Nolan (CRD# 3126171) is an Investment Advisor Representative working at Fieldstone Financial Management Group, LLC in Reno, NV and has over 19 years of experience in the finance industry.

7
Guy A. Tomase
CRD#: 5169094
2 Hampshire Street, Suite 100b, Foxboro, MA 02035
93
Wealthminder
score

Guy Tomase (CRD# 5169094) is an Investment Advisor Representative working at Fieldstone Financial Management Group, LLC in Foxboro, MA and has over 11 years of experience in the finance industry.

8
Nancy L. Tani
CRD#: 1327010
2 Hampshire Street, Suite 100b, Foxboro, MA 02035
90
Wealthminder
score

Nancy Tani (CRD# 1327010) is an Investment Advisor Representative working at Fieldstone Financial Management Group, LLC in Foxboro, MA and has 1 year of experience in the finance industry. Nancy Tani 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.

9
Kristofor R. Behn
CRD#: 2969045
2 Hampshire Street, Suite 100b, Foxboro, MA 02035
86
Wealthminder
score

Kristofor Behn (CRD# 2969045) is an Investment Advisor Representative working at Fieldstone Financial Management Group, LLC in Foxboro, MA and has over 20 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.

10
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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