{
  "crd_number": 105003,
  "slug": "fierston-financial-group-inc-west-hartford-ct-105003",
  "primary_business_name": "FIERSTON FINANCIAL GROUP INC",
  "legal_name": "FIERSTON FINANCIAL GROUP INC",
  "dbas": [],
  "city": "West Hartford",
  "state": "CT",
  "country": "United States",
  "cbsa_code": "25540",
  "metro": {
    "cbsa_code": "25540",
    "common_name": "Hartford",
    "msa_name": "Hartford-West Hartford-East Hartford, CT",
    "path": "/advisors/ct/hartford"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "1989-07-14",
  "years_registered": 37,
  "period": "2026-10-01",
  "filing_date": "2026-02-04",
  "carried_forward": false,
  "raum_total": 1035576610.0,
  "raum_discretionary": 1035576610.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "1b_5b",
  "raum_band_label": "$1 billion to $5 billion",
  "total_employees": 7,
  "advisory_employees": 5,
  "client_count_bucket": "fewer_than_5_in_some_types",
  "clients_by_type": {
    "charitable": {
      "raum": 12861482.0,
      "count": null,
      "fewer_than_5": true
    },
    "individuals": {
      "raum": 50557430.0,
      "count": 130
    },
    "pension_profit_sharing": {
      "raum": 18409332.0,
      "count": null,
      "fewer_than_5": true
    },
    "high_net_worth_individuals": {
      "raum": 949977418.0,
      "count": 180
    },
    "corporations_other_businesses": {
      "raum": 3770948.0,
      "count": 5
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "CT",
    "FL",
    "MA",
    "MD",
    "NC",
    "NH",
    "NJ",
    "NY"
  ],
  "websites": [
    "https://fierston.com",
    "https://linkedin.com/COMPANY/FIERSTON-FINANCIAL-GROUP",
    "https://linkedin.com/in/brian-fierston-cfp%C2%AE-2545a6113",
    "https://linkedin.com/in/heidi-garrity-174683a5",
    "https://linkedin.com/in/marissafierston",
    "https://linkedin.com/in/max-asnes",
    "https://linkedin.com/in/sean-moyer-405b77169",
    "https://linkedin.com/in/seth-fierston-cfp%C2%AE-cpa-393babb3",
    "https://linkedin.com/in/will-fierston-cfp%C2%AE-b112b5153"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/105003",
  "city_as_filed": "WEST HARTFORD",
  "url": "https://advisorcensus.com/firm/fierston-financial-group-inc-west-hartford-ct-105003",
  "display_name": "Fierston Financial Group Inc",
  "summary": "Fierston Financial Group Inc is an SEC-registered investment advisory firm in West Hartford, CT, registered since 1989, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated February 4, 2026.",
  "citation": "AdvisorCensus. Fierston Financial Group Inc (CRD 105003): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients"
  ],
  "quick_answers": [
    {
      "q": "How is Fierston Financial Group Inc compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Fierston Financial Group Inc reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Fierston Financial Group Inc charge?",
      "a": "Its Form ADV Part 2A brochure dated February 3, 2026 states: Flat fee: $1,000 to $7,500 (financial planning and/or consulting services); Hourly rate: $150 to $750 an hour (financial planning and/or consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Fierston Financial Group Inc located?",
      "a": "Fierston Financial Group Inc's principal office is in West Hartford, CT, according to its Form ADV."
    },
    {
      "q": "Is Fierston Financial Group Inc registered with the SEC or a state?",
      "a": "Fierston Financial Group Inc is an SEC-registered investment advisory firm, registered since 1989. Status as filed: Approved. CRD 105003."
    },
    {
      "q": "How much does Fierston Financial Group Inc manage?",
      "a": "Fierston Financial Group Inc reports $1,035,576,610 in regulatory assets under management in its Form ADV filing dated February 4, 2026 (100% discretionary)."
    },
    {
      "q": "How have Fierston Financial Group Inc's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Fierston Financial Group Inc: Regulatory assets under management: $776,266,438 in the October 2021 data and $1,035,576,610 in the October 2026 data, up 33%. Total employees: 7 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Fierston Financial Group Inc serve?",
      "a": "By number of clients on Form ADV Item 5.D: high net worth individuals (180); individuals (other than high net worth individuals) (130); corporations or other businesses not listed above (5)."
    },
    {
      "q": "Which custodians does Fierston Financial Group Inc use?",
      "a": "Fierston Financial Group Inc's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Fierston Financial Group Inc report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/105003"
    },
    {
      "q": "What changed in Fierston Financial Group Inc's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Employees performing advisory functions went from 4 to 5."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 776266438.0,
      "total_employees": 7,
      "filing_date": "2021-08-20"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 835963837.0,
      "total_employees": 9,
      "filing_date": "2022-03-16"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 718292259.0,
      "total_employees": 7,
      "filing_date": "2023-03-04"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 835866547.0,
      "total_employees": 6,
      "filing_date": "2024-03-08"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 942560611.0,
      "total_employees": 7,
      "filing_date": "2025-05-21"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 1035576610.0,
      "total_employees": 7,
      "filing_date": "2026-02-04"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Employees performing advisory functions went from 4 to 5."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated February 3, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: $1,000 to $7,500 (financial planning and/or consulting services)",
      "Hourly rate: $150 to $750 an hour (financial planning and/or consulting services)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $1,000 to $7,500 (financial planning and/or consulting services)"
        ],
        "quotes": [
          "FFG’s planning and consulting fees are negotiable, but FFG generally charges between $1,000 and $7,500 on a fixed fee basis"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $150 to $750 an hour (financial planning and/or consulting services)"
        ],
        "quotes": [
          "FFG’s planning and consulting fees are negotiable, but FFG generally charges between $1,000 and $7,500 on a fixed fee basis, or between $150 and $750 per hour on an hourly basis"
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 1000.0,
          "max": 7500.0,
          "period": "one_time",
          "service": "financial planning and/or consulting services"
        },
        {
          "kind": "hourly",
          "amount": null,
          "min": 150.0,
          "max": 750.0,
          "period": "hour",
          "service": "financial planning and/or consulting services"
        }
      ]
    },
    "quotes": [
      "FFG’s planning and consulting fees are negotiable, but FFG generally charges between $1,000 and $7,500 on a fixed fee basis",
      "FFG’s planning and consulting fees are negotiable, but FFG generally charges between $1,000 and $7,500 on a fixed fee basis, or between $150 and $750 per hour on an hourly basis"
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/fierston-financial-group-inc-west-hartford-ct-105003.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 130,
      "fewer_than_5": false,
      "raum": 50557430.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 180,
      "fewer_than_5": false,
      "raum": 949977418.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": true,
      "raum": 18409332.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": true,
      "raum": 12861482.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": 5,
      "fewer_than_5": false,
      "raum": 3770948.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/105003",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}