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Five Corners Financial Services

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Client assets under management

$292,000,000

Clients

290

33% high-net-worth

Advisors

2

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

More info

Clients per advisor

145

Very High

Average account size

$1,006,897

About

The firm provides discretionary investment management and financial planning to individuals, trusts, and estates and acts as a fiduciary to its clients. It manages approximately $292 million in discretionary assets and offers both ongoing wealth management and stand‑alone financial planning engagements.

Portfolios are built primarily with exchange‑traded funds and low‑cost diversified mutual funds, though the firm may also use individual stocks, bonds, options, margin transactions and closed‑end funds to implement strategies. The investment process draws on fundamental, technical, cyclical and charting analysis and can include shorter‑term trading alongside longer‑term holdings to address client objectives, tax considerations and rebalancing needs.

Noteworthy features include a small advisory team managing a relatively large pool of discretionary assets and an institutional custody relationship that provides technology and operational support. In addition, the firm discloses that its principals also provide separate tax and accounting services and are licensed to sell insurance — activities that generate outside compensation and are managed under the firm’s code of ethics and disclosure policies.

Client services

Financial planning Portfolio management

Expertise

Options & derivatives strategies

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Fee options

Fixed

Financial planning fixed fees ranging from $500 to $5,000 per engagement

Percentage

$0+: 1.50% annually +: 0.50% annually

Commissions

Commissions earned from insurance product sales separate and in addition to advisory fees

Main office location

Five Corners Financial Services

45 Bristol Drive, Suite 206

Easton MA 02375, United States

Number of offices

1

Most active in

More info

Connecticut · Florida · Massachusetts · New Hampshire · Rhode Island · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 508-297-2033

Advisors at this firm

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user avatar

William S

CFP®, ChFC®, Series 63, Series 65

Easton, MA

Five Corners Financial Services

William Sempolinski is a financial advisor at Five Corners Financial Services with 32 years of industry experience. He holds the CFP® and ChFC® designations and previously worked for Commonwealth Financial Network for 27 years. Outside of advisory work, he owns a tax and accounting business, is a licensed insurance agent, and serves as treasurer and board member for the Quincy Animal Shelter. Five Corners Financial Services provides discretionary wealth management and financial planning services primarily for individuals, high-net-worth clients, trusts, and estates. The firm emphasizes direct client relationships and personalized portfolio management, utilizing a range of investment methods and instruments tailored to client objectives.

Options & derivatives strategies
user avatar

John L

Series 66

Easton, MA

Five Corners Financial Services

John Lavasseur is a financial advisor at Five Corners Financial Services in Easton, MA, holding a Series 66 designation with three years of industry experience. Prior to joining Five Corners Financial Services, he worked at Commonwealth Financial Network, Ss&C, State Street Corporation, and Boston Globe Media. Outside of his advisory role, he is involved in tax preparation. Five Corners Financial Services provides discretionary wealth management and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm uses a range of investment methods and vehicles, including exchange-traded funds, mutual funds, individual securities, and options, tailoring strategies to client objectives and market conditions.

Options & derivatives strategies
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