Erik Robert Marr

CFP

Fiduciary Wealth Partners, LLC

11 Years of Experience

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth

Fiduciary Wealth Partners, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

7 advisors

Number of Clients

102 clients

Average Client Portfolio

$13.7M average

Assets Under Management

$1.4B

Fee Structure

Location

177 Huntington Ave., 17th Fl, Boston, MA, 02115

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Fiduciary Wealth Partners, LLC

May 2015 - Present · 10 yrs 9 mos

Previous Registrations

Westonfinancial

January 2012 - June 2013 · 1 yr 5 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.