Farmingbury Financial Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$6,906,138
Clients
50
Advisors
1
of 1 employees
About
Farmingbury Financial Services, LLC provides personalized financial planning, consulting, and portfolio management to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, and businesses. The firm operates as an independent, single‑advisor practice and offers both project‑based financial plans and ongoing investment management engagements.
The firm adheres to an efficient market philosophy and applies Modern Portfolio Theory, emphasizing asset allocation and periodic rebalancing rather than stock picking or market timing. It frequently refers clients to third‑party advisers that manage model portfolios (for example, Matson Money and Efficient Advisors) and delivers oversight primarily on a non‑discretionary basis.
Distinctive features include the advisor’s licensure to sell insurance—insurance recommendations may generate commissions—and the firm’s acceptance of charitable organizations as clients, both of which are less common among independent peers. The firm also discloses that it receives solicitor/referral fees and other forms of compensation from third‑party advisers, and it reports managing roughly $7.8 million of client assets on a non‑discretionary basis, with client approval required for trades.
Client services
Expertise
Fee options
Fixed fees typically ranging from $500 to $2,500, negotiable
0.25% to 1.25% annually (negotiable, charged quarterly in advance)
$150 to $250 per hour, negotiable
Fee-only: Fixed fees typically from $500 to $2,500; hourly rates from $150 to $250 per hour (both negotiable)
Main office
724 Wolcott Road, P.O. Box 6155
Wolcott CT 06716
Advisors at this office
1
Most active in
Connecticut
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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