Overview
- Headquarters
- Wellesley, MA
- Total Firm Assets
- $333 million
- Average High-Net-Worth Client Portfolio Size
- $4.1 million
Fee Disclosure
Source: FAIRFIELD FINANCIAL ADVISORS, LTD. (2025-05-15)
· View brochure text
Latest filing: FAIRFIELD FINANCIAL ADVISORS, LTD. (2026-03-23)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $5,000,000 | 1.00% |
| $5,000,001 | $10,000,000 | 0.75% |
| $10,000,001 | and above | 0.50% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $10,000 | 1.00% |
| $5 million | $50,000 | 1.00% |
| $10 million | $87,500 | 0.88% |
| $50 million | $287,500 | 0.58% |
| $100 million | $537,500 | 0.54% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Massachusetts for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 85.08%
- Number of High-Net-Worth Clients
- 70
- Total Client Accounts
- 550
- Discretionary Accounts
- 550
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 106408
- FAIRFIELD FINANCIAL ADVISORS, LTD. (2026-03-23) · View brochure text
- FAIRFIELD FINANCIAL ADVISORS, LTD. (2025-05-15) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗