Rebecca Fields
Rebecca Fields is a registered investment advisor at Straight Forward Wealth Management, LLC, based in Rochester, NH, with 2 years of industry experience. Rebecca operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 205 clients with $33M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Straight Forward Wealth Management offers asset management services, but the fees are disclosed in a separate document (Appendix 1 of the Wrap Program Brochure) not included here. Therefore, I cannot provide a summary of those fees.
Location
60 Rochester Hill Road, Ste 1, Rochester, NH, 03867
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Rebecca operates Straight Forward Wealth Management as a DBA for her LPL business, dedicating nearly full-time hours to it. She is also an Investment Advisor Representative/Registered Representative with LPL Financial LLC and runs Straight Forward Life & Annuity, LLC, an insurance agency, spending a few hours per week on the latter.
Employment History
Current Registrations
Straight Forward Wealth Management, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
State Registrations4 states
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