Jane King
Fairfield Financial Advisors · Wellesley, Massachusetts
Jane King is a fee-only financial advisor at Fairfield Financial Advisors in Wellesley, Massachusetts, who holds the CFP credential. Jane focuses on estate & legacy planning and retirement planning. Fairfield Financial Advisors reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Fairfield Financial Advisors |
|---|---|
| Based in | Wellesley, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $333.2M across 550 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA, TX · CRD 269934 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | fairfieldfinadvisors.com |
| Profile |
How Jane's firm compares
- Fairfield Financial Advisors's average account is about $606,000, from its Form ADV (assets managed divided by 550 accounts).
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Questions about Jane
Is Jane King a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jane holds no broker registration, and Fairfield Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jane charge for financial advice?
Jane's firm, Fairfield Financial Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Jane King based?
Jane King is based in Wellesley, Massachusetts.
What does Jane specialize in?
Jane's specialties include estate & legacy planning and retirement planning.
What credentials does Jane King hold?
Jane King holds the CFP credential.
Is Jane King registered with the SEC?
Yes. Jane King is registered as an investment adviser representative in MA and TX (CRD 269934), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fairfield Financial Advisors manage?
Fairfield Financial Advisors reports $333.2M across 550 accounts in assets under management.
How do I contact Jane King?
Through Jane's website, fairfieldfinadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Fairfield Financial Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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