Five Corners Financial Services
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$292,000,000
Total clients
290
33% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
145
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
Expertise
Fee options
Financial planning fixed fees ranging from $500 to $5,000 per engagement
$0+: 1.50% annually +: 0.50% annually
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
Connecticut · Florida · Massachusetts · New Hampshire · Rhode Island · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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