Fenway Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Fenway Financial, LLC is a state-registered, single‑advisor independent firm that provides hourly financial planning and consulting to individuals and high‑net‑worth clients. The firm does not directly manage client assets or exercise trading discretion; when investment management is recommended it refers clients to a third‑party manager, Symmetry Partners, LLC.
Fenway’s planning work covers common topics such as net worth and cash‑flow analysis, retirement strategy, risk management, tax reduction ideas, and estate preservation, with plans typically delivered within six months and billed on an hourly basis. For investment management matters the firm evaluates and monitors third‑party managers’ philosophies and performance — noting Symmetry’s quantitative, Modern Portfolio Theory‑based approach — and also conducts educational seminars and workshops for the public at no charge.
What is distinctive about Fenway compared with many peers is that it does not provide discretionary portfolio management or directly charge percentage‑of‑AUM fees, instead operating primarily in a non‑discretionary/solicitor role and receiving ongoing solicitor compensation from its single TPM relationship. The firm is unusually small and lean, and the principal discloses outside employment as a software engineer in addition to his advisory responsibilities.
Client services
Expertise
Fee options
$0 - $250,000: 0.90% $250,001 - $750,000: 0.85% $750,001 - $1,250,000: 0.80% $1,250,001 - $2,000,000: 0.75% $2,000,001 - $3,000,000: 0.70% $3,000,001 - $5,000,000: 0.65% $5,000,001 - $10,000,000: 0.60% $10,000,001 - $25,000,000: 0.55% $25,000,001+: Negotiable
$150 per hour
Fee-only: Hourly fee of $150 per hour for financial planning
Main office
Payson UT
Advisors at this office
1
Most active in
Utah
Also doing business as
Cashew Financial, LLC · Fenway Financial, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)