Five Corners Financial Services
Firm details
- Headquarters
- South Easton, Massachusetts
- CRD number
- 338120
- Registered since
- September 22, 2025
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI75.34%
- Individuals24.66%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Five Corners Financial Services is a sole-proprietor independent registered investment adviser that serves individual and family clients. The firm is SEC-registered as of 2025 and is owned by an individual proprietor. Its advisory work centers on comprehensive financial planning and portfolio management for individuals and small businesses. Fee arrangements include percentage-of-assets-under-management billing as well as fixed fees. The firm does not flag itself as an active ESG investor, is not positioned as a multi-state adviser, and does not act as a pension consultant or related adviser.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds49%
- Exchange Traded Equities47%
- Cash & Cash Equivalents4%
Contacts
2 of 2John Lavasseur
Investment Advisor RepresentativeCRD 7485530
William Sempolinski
Owner & CCOCRD 2366256
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
South Easton, MA
Bristol
Location
South Easton, MA
Headquartered in South Easton, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Bristol
- Address
- 45 Bristol Dr
- Time zone
- ET (UTC-5)
- Office locations
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