Fieldstone Advisory LLC

Overview

Fieldstone Advisory LLC is organized as a limited liability company with individual ownership. The firm provides financial planning and portfolio management services targeted at individuals and small business clients, and it also engages in the selection of other advisers on behalf of clients. Its stated fee arrangements include both a percentage-of-assets model and fixed fees. Regulatory and classification details in the available record are sparse: the SEC registration year is not specified and the firm is listed as "Unclassified." Fieldstone is marked as a capital allocator, is not described as an active ESG investor, and is not identified as a multi-state adviser, pension consultant, or related adviser. It is not flagged as a newly formed adviser.

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