Fenway Financial Advisors, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$246,783,892
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
91
76% high-net worth
Advisors
1
of 2 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
91
HighAverage account size
$2,711,911
About
Fenway Financial Advisors provides personalized financial planning and investment management to individuals, trusts, estates, foundations, corporations, retirement plans, and charitable organizations. Its planning work covers cash flow, college, insurance, retirement, tax, and estate matters, and clients can implement plans through the firm’s investment management services if they choose.
The firm develops written target asset allocations based on client interviews, risk tolerance, and time horizon, and manages portfolios on a non‑discretionary basis — as of December 31, 2025 it reported $247,688,831 in non‑discretionary assets and no discretionary assets. Recommended holdings generally include mutual funds, index funds, and ETFs, with stocks, bonds, options and short sales used for some clients, and the firm requires client confirmation before implementing portfolio changes.
Noteworthy differences from many peers include its primary reliance on non‑discretionary management while describing the use of options and short‑sale strategies (which can involve derivatives and margin/borrowing) and its offering of educational seminars and workshops. The firm’s advisory billing is provided through fixed, hourly, or per‑diem arrangements and fixed fees per rebalancing rather than a standard percentage‑of‑AUM schedule, and it does not accept custody of client funds or authority to vote client proxies.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
General estate planning guidance
Cash flow / budgeting
Fee options
Financial planning hourly fees $400-$600; investment management hourly fees $400-$600
Minimum fee: Fixed fees per rebalancing range from $600 to $3,500 Fee-only: Financial planning fees are hourly $400-$600 per hour; investment management fees may be hourly $400-$600 or fixed fee $600-$3,500 per rebalancing; fees are negotiable
Main office location
Fenway Financial Advisors, LLC
1201 Wilson Blvd., 25 Th Floor
Arlington VA 22209, United States
Number of offices
2
Most active in
Fenway Financial Advisors, LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts · New Hampshire · New York · Texas · Virginia
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 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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