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Fierston Financial Group Inc

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Client assets under management

$1,000,534,848

Clients

310

58% high-net worth

Advisors

5

of 7 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

62

Typical

Average account size

$3,227,532

About

Fierston Financial Group provides discretionary portfolio management and financial planning to individuals, high‑net‑worth clients, and institutional entities such as pension and profit‑sharing plans, trusts, estates, and charitable organizations. As of December 31, 2025, the firm reported $1,035,576,610 in discretionary assets across roughly 310 client relationships and also offers stand‑alone financial planning and consulting engagements.

The firm’s investment approach is grounded in Modern Portfolio Theory and a buy‑and‑hold orientation, emphasizing diversified allocations implemented principally with no‑load (or load‑waived) mutual funds and, in limited circumstances, ETFs, individual equities and fixed income securities. Portfolios are managed on a discretionary basis after establishing a client’s investment profile and objectives, with ongoing supervision, periodic account reviews, and an inclination to avoid frequent trading.

Notably, Fierston’s asset base results in an unusually high level of assets per advisor (over $200 million per advisor), and the firm discloses that it may facilitate margin and securities‑based loans in client accounts at a client’s request, while cautioning that such borrowing is generally recommended only for specific short‑term needs rather than for additional market exposure. The firm typically requires a $1,000,000 account minimum for portfolio management (negotiable in certain circumstances) and commonly recommends a major custodian, noting receipt of custody‑related support services and the attendant conflicts of interest.

Client services

Financial planning Portfolio management

Expertise

Wealth management Passive / index investing Active portfolio management

Fee options

Fixed

$1,000 to $7,500 fixed fee for stand-alone financial planning and consulting

Percentage

$0 - $1,000,000: 1.00% per year $1,000,000+: 0.75% per year

Project-based

$150 to $750 per hour

Other

Account minimum: $1,000,000

Main office location

Fierston Financial Group Inc

29 South Main St, Suite 302

West Hartford CT 06107, United States

Number of offices

1

Most active in

California · Connecticut · Florida · Maryland · Massachusetts · New Hampshire · New Jersey · New York · North Carolina

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Brian F

CFP®

West Hartford, CT

Fierston Financial Group Inc

Brian Fierston is a CFP® professional with 34 years of industry experience. He has been with Fierston Financial Group Inc. since 1991. In addition to his advisory role, he serves as a trustee and healthcare proxy for clients through a separate sole proprietorship. Fierston Financial Group provides discretionary investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a Modern Portfolio Theory-based, long-term, buy-and-hold investment approach tailored to client objectives and risk profiles.

Wealth management Passive / index investing Active portfolio management
user avatar

Seth F

CFP®

West Hartford, CT

Fierston Financial Group Inc

Seth Fierston is a CFP® professional with 36 years of experience in financial advising. He has been with Fierston Financial Group Inc since 1989, where he is part of a four-advisor team based in West Hartford, CT. Fierston Financial Group provides discretionary investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm follows a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, tailoring asset allocation and portfolio weightings to each client’s objectives and risk profile.

Wealth management Passive / index investing Active portfolio management
user avatar

Max A

CFP®

West Hartford, CT

Fierston Financial Group Inc

Max Asnes is a CFP® professional with two years of experience, currently serving as a financial advisor at Fierston Financial Group Inc. He previously worked at Johndrow Wealth Management and has a diverse background including roles at FedEx, Chipotle, and Bryant University. Outside of his advisory role, he is also registered as an Independent Insurance Agent. Fierston Financial Group provides discretionary investment management and stand-alone financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm follows a long-term, buy-and-hold investment approach guided by Modern Portfolio Theory, managing approximately $943 million in assets across a four-advisor team.

Wealth management Passive / index investing Active portfolio management
user avatar

Marissa F

CFP®, Series 63

West Hartford, CT

Fierston Financial Group Inc

Marissa Fierston is a CFP® with four years of industry experience, currently serving as an advisor at Fierston Financial Group Inc. Prior to joining Fierston Financial Group, she worked at Vanguard for four years. Fierston Financial Group provides discretionary investment management and financial planning services to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, tailoring asset allocation and portfolio weightings to each client’s objectives and risk profile.

Wealth management Passive / index investing Active portfolio management
user avatar

William F

CFP®, Series 63

West Hartford, CT

Fierston Financial Group Inc

William Fierston is a CFP® and holds a Series 63 license, currently serving as a financial advisor at Fierston Financial Group Inc. He has four years of industry experience, including prior roles at Charles Schwab and other diverse positions outside finance. Fierston Financial Group provides discretionary investment management and financial planning to individuals, retirement plans, trusts, estates, charitable organizations, and business entities. The firm employs a long-term, buy-and-hold investment approach based on Modern Portfolio Theory, tailoring portfolios to each client’s objectives and risk profile.

Wealth management Passive / index investing Active portfolio management
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