A complete list of active advisors currently associated with Fenway Financial, LLC

Warmer can help you find a great advisor at Fenway Financial, LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Fenway Financial, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Clark Drishinski	Payson, UT	14

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