MF
CFP
MF
CFP

Marissa Fierston

4 Years of Experience
West Hartford, CT

Marissa Fierston is a CFP-designated registered investment advisor at Fierston Financial Group INC, based in West Hartford, CT, with 4 years of industry experience. Marissa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 315 clients with $1B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
315 clients
Average Client Portfolio
$3.3M average
Assets Under Management
$1.0B

Fee Structure

Minimum Investment:$1M
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.00%
$1M+0.75%

Fees and account size may be negotiable under certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

29 South Main St, Suite 302, West Hartford, CT, 06107

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Fierston Financial Group INC
May 2025 - Present · 11 mos
Previous Registrations
Vanguard Marketing CorporationBroker
September 2020 - April 2024 · 3 yrs 7 mos
State Registrations1 state
CT
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Marissa Fierston - Financial Advisor | TrueAdvisor