A complete list of active advisors currently associated with F.F. Advisors, LLC
Warmer can help you find a great advisor at F.F. Advisors, LLC or one who fits your needs even better.
F.F. Advisors, LLC serves individuals (including high-net-worth clients), trusts, estates, small businesses, and retirement plans. The firm provides discretionary investment management, investment consulting, and retirement-plan advisory services, including acting in a fiduciary capacity under ERISA when agreed. The firm constructs customized, primarily long-term portfolios using fundamental analysis and typically implements strategies with low-cost mutual funds and ETFs while selectively using individual stocks and bonds and retaining legacy positions for portfolio fit or tax considerations. Client accounts are managed on a discretionary basis with ongoing personal contact, periodic rebalancing and formal reviews, and assets are custodied through an institutional platform identified in the firm’s disclosure brochure. The brochure highlights several features that are uncommon for a solo independent advisor: the firm’s principal operates affiliated accounting practices and may recommend those firms for accounting and tax work, is separately licensed to sell insurance and receives commission income from insurance sales, and offers pension consulting/ERISA 3(38) plan services to retirement-plan clients. These affiliations and commission arrangements are disclosed as potential conflicts of interest in the brochure, and clients are not required to engage the affiliated firms.
To learn more about the advisors currently working at F.F. Advisors, 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 |
|---|---|---|
Wayland, MA
| 28
|
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