A complete list of active advisors currently associated with Fierston Financial Group Inc
Warmer can help you find a great advisor at Fierston Financial Group Inc or one who fits your needs even better.
Fierston Financial Group provides discretionary portfolio management and financial planning to individuals, high‑net‑worth clients, and institutional entities such as pension and profit‑sharing plans, trusts, estates, and charitable organizations. As of December 31, 2025, the firm reported $1,035,576,610 in discretionary assets across roughly 310 client relationships and also offers stand‑alone financial planning and consulting engagements. The firm’s investment approach is grounded in Modern Portfolio Theory and a buy‑and‑hold orientation, emphasizing diversified allocations implemented principally with no‑load (or load‑waived) mutual funds and, in limited circumstances, ETFs, individual equities and fixed income securities. Portfolios are managed on a discretionary basis after establishing a client’s investment profile and objectives, with ongoing supervision, periodic account reviews, and an inclination to avoid frequent trading. Notably, Fierston’s asset base results in an unusually high level of assets per advisor (over $200 million per advisor), and the firm discloses that it may facilitate margin and securities‑based loans in client accounts at a client’s request, while cautioning that such borrowing is generally recommended only for specific short‑term needs rather than for additional market exposure. The firm typically requires a $1,000,000 account minimum for portfolio management (negotiable in certain circumstances) and commonly recommends a major custodian, noting receipt of custody‑related support services and the attendant conflicts of interest.
To learn more about the advisors currently working at Fierston Financial Group Inc, 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 |
|---|---|---|
West Hartford, CT
| 2
| |
West Hartford, CT
| 34
| |
West Hartford, CT
| 4
| |
West Hartford, CT
| 36
| |
West Hartford, CT
| 4
|
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