Farmingbury Financial Services, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$7,782,926
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
50
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
50
Average account size
$155,659
About
Farmingbury Financial Services, LLC provides personalized financial planning, consulting, and portfolio management to individuals, pension and profit‑sharing plans, trusts, estates, charitable organizations, and businesses. The firm operates as an independent, single‑advisor practice and offers both project‑based financial plans and ongoing investment management engagements.
The firm adheres to an efficient market philosophy and applies Modern Portfolio Theory, emphasizing asset allocation and periodic rebalancing rather than stock picking or market timing. It frequently refers clients to third‑party advisers that manage model portfolios (for example, Matson Money and Efficient Advisors) and delivers oversight primarily on a non‑discretionary basis.
Distinctive features include the advisor’s licensure to sell insurance—insurance recommendations may generate commissions—and the firm’s acceptance of charitable organizations as clients, both of which are less common among independent peers. The firm also discloses that it receives solicitor/referral fees and other forms of compensation from third‑party advisers, and it reports managing roughly $7.8 million of client assets on a non‑discretionary basis, with client approval required for trades.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
General tax planning
Fee options
Fixed fees typically ranging from $500 to $2,500, negotiable
0.25% to 1.25% annually (negotiable, charged quarterly in advance)
$150 to $250 per hour, negotiable
Fee-only: Fixed fees typically from $500 to $2,500; hourly rates from $150 to $250 per hour (both negotiable)
Main office location
Farmingbury Financial Services, LLC
724 Wolcott Road, Suite 5
Wolcott CT 06716-6155, United States
Number of offices
1
Most active in
Farmingbury Financial Services, LLC has reported serving >5 clients in these states in the last 12 months.
Connecticut
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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.
Forms ADV
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