A complete list of active advisors currently associated with Fieldstone Advisory LLC
Warmer can help you find a great advisor at Fieldstone Advisory LLC or one who fits your needs even better.
Fieldstone Advisory LLC provides discretionary and non-discretionary asset management and financial planning and consulting to individuals, high‑net‑worth clients, and business entities. The firm documents client goals and objectives, permits client‑imposed investment restrictions, and does not impose a minimum account size. Investment programs are tailored to each client’s stated objectives, time horizons, and risk tolerance, and the firm uses fundamental, cyclical, and macroeconomic analysis to inform security selection and asset allocation. Fieldstone conducts periodic (quarterly) account reviews, can operate with discretionary trading authority, and may implement strategies through delegated managers when appropriate. Several aspects of Fieldstone are uncommon for firms in its regulatory category: it explicitly offers fixed‑fee financial planning, routinely selects and appoints other investment advisers or sub‑advisors to manage client assets, and provides portfolio management focused on individual clients. The firm does not act as a private‑fund adviser and currently reports no client assets under management.
To learn more about the advisors currently working at Fieldstone Advisory 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 |
|---|---|---|
Austin, TX
| 5
|
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