# Fierston Financial Group Inc

> 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.

- CRD: 105003
- Filed as: FIERSTON FINANCIAL GROUP INC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: West Hartford, CT
- Filing period: October 2026
- Form ADV filing dated: February 4, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/105003
- AdvisorCensus page: https://advisorcensus.com/firm/fierston-financial-group-inc-west-hartford-ct-105003

## Quick answers

**How is Fierston Financial Group Inc compensated?**
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).

**How much does Fierston Financial Group Inc charge?**
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.

**Where is Fierston Financial Group Inc located?**
Fierston Financial Group Inc's principal office is in West Hartford, CT, according to its Form ADV.

**Is Fierston Financial Group Inc registered with the SEC or a state?**
Fierston Financial Group Inc is an SEC-registered investment advisory firm, registered since 1989. Status as filed: Approved. CRD 105003.

**How much does Fierston Financial Group Inc manage?**
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).

**How have Fierston Financial Group Inc's assets and staff changed since 2021?**
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.

**What types of clients does Fierston Financial Group Inc serve?**
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).

**Which custodians does Fierston Financial Group Inc use?**
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.

**Does Fierston Financial Group Inc report any disciplinary disclosures?**
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

**What changed in Fierston Financial Group Inc's recent Form ADV filings?**
In the March 2026 filing data: Employees performing advisory functions went from 4 to 5.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 3, 2026)

- Flat fee: $1,000 to $7,500 (financial planning and/or consulting services)

> FFG’s planning and consulting fees are negotiable, but FFG generally charges between $1,000 and $7,500 on a fixed fee basis

- Hourly rate: $150 to $750 an hour (financial planning and/or consulting services)

> 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

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $1,035,576,610
- Discretionary: $1,035,576,610
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 130 | $50,557,430 |
| High net worth individuals | 180 | $949,977,418 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $18,409,332 |
| Charitable organizations | Fewer than 5 | $12,861,482 |
| Corporations or other businesses not listed above | 5 | $3,770,948 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 1989 (37 years)
- Employees: 7 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, CT, FL, MA, MD, NC, NH, NJ, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [fierston.com](https://fierston.com)
- LinkedIn @FIERSTON-FINANCIAL-GROUP
- LinkedIn @brian-fierston-cfp®-2545a6113
- LinkedIn @heidi-garrity-174683a5
- LinkedIn @marissafierston
- LinkedIn @max-asnes
- LinkedIn @sean-moyer-405b77169
- LinkedIn @seth-fierston-cfp®-cpa-393babb3
- LinkedIn @will-fierston-cfp®-b112b5153

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $776,266,438 | 7 | August 20, 2021 |
| October 2022 | $835,963,837 | 9 | March 16, 2022 |
| October 2023 | $718,292,259 | 7 | March 4, 2023 |
| October 2024 | $835,866,547 | 6 | March 8, 2024 |
| October 2025 | $942,560,611 | 7 | May 21, 2025 |
| October 2026 | $1,035,576,610 | 7 | February 4, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Employees performing advisory functions went from 4 to 5.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Fierston Financial Group Inc (CRD 105003): Form ADV filing data as of October 2026.