AdFi
FF

FAIRFIELD FINANCIAL ADVISORS

SEC Registered

Empowering individuals and families to achieve their financial goals.

WELLESLEY, MAhttps://fairfieldfinadvisors.com781-431-1119
Assets Under Management
$100M–$500M
Employees
4
Office Locations
1 office
Total Accounts
550

About the firm

Fairfield Financial Advisors, Ltd. (FFA) provides sound, well-reasoned financial and investment advice to individuals, families and business owners. As an SEC-registered investment advisor, the firm analyzes investment options, makes specific recommendations, and designs and implements customized portfolios. FFA is a small firm that serves as advocates and educators, translating complex data into readable information to help clients make well-informed financial decisions.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

IndividualsHigh Net Worth

Areas of expertise

Investment ManagementFinancial PlanningEstate PlanningRetirement PlanningCollege SavingsCharitable GivingFee-only AdviceAsset AllocationPortfolio ManagementTax-efficient Planning

Services

Investment management, estate planning, retirement planning, college savings, and charitable giving. The firm provides fee-only, objective financial advice and a full range of financial planning services covered by an asset management fee.

retirement_planninginvestment_managementestate_planningcharitable_giving

Who they serve

Individuals, families, and business owners.

Client segmentClientsAssets managed
Individuals (Non-HNW)68$24M
High Net Worth Individuals70$284M
Charitable Organizations9$17M

0 total clients reported on Form ADV.

Leadership

Jane Virginia King
PRESIDENT

Office locations

1 office in 1 state
MA
WELLESLEYHQ

Advisors at this firm

1 advisor in the directory

Regulatory & compliance

CRD number
#106408
SEC Number
801-44279
Disciplinary History
No
Fee Model & Minimums
Model: AUM
Asset tierAnnual rate
First $5,000,0001.00%
$5,000,001 to $10,000,0000.75%
Above $10,000,0000.50%

Data as of March 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. FAIRFIELD FINANCIAL ADVISORS has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
FAIRFIELD FINANCIAL ADVISORS | AdvisorFinder