Fairfield Financial Advisors provides personalized financial planning and investment management services. This includes helping clients determine financial objectives, identify financial problems, analyze cash flow, plan for taxes and education funding, review insurance, plan for retirement and estate matters, and manage investments. Fairfield is a fee-only firm, meaning it doesn't sell financial products or accept commissions.
Assets Under Management$300M
Clients160
Advisors2
Avg. per Client$1.9M
Avg. per Advisor$150M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fee rate applies only to assets in that tier. Fees may be lower based on certain criteria.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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