William Fierston
Fierston Financial Group · West Hartford, Connecticut
William Fierston is a fee-only financial advisor at Fierston Financial Group in West Hartford, Connecticut, who holds the CFP credential. Fierston Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Fierston Financial Group |
|---|---|
| Based in | West Hartford, Connecticut |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.04B across 904 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CT · CRD 7024251 |
| Exams passed | Series 63 (2019) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.fierston.com |
| Profile |
How William's firm compares
- Fierston Financial Group's average account is about $1.1 million, from its Form ADV (assets managed divided by 904 accounts).
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Questions about William
Is William Fierston a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Fierston Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does William charge for financial advice?
William's firm, Fierston Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is William Fierston based?
William Fierston is based in West Hartford, Connecticut.
What credentials does William Fierston hold?
William Fierston holds the CFP credential.
Is William Fierston registered with the SEC?
Yes. William Fierston is registered as an investment adviser representative in CT (CRD 7024251), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fierston Financial Group manage?
Fierston Financial Group reports $1.04B across 904 accounts in assets under management.
How do I contact William Fierston?
Through William's website, www.fierston.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
- 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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