UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
15yrs
Stewart Fields is a fiduciary financial advisor in Dallas, Texas, with 15 years in the industry. After three years at Lake Point Wealth Management and a year at Advisor Resource Council, Stewart joined Openair Financial in 2019, a firm offering financial planning, investment management, and educational workshops. Stewart holds the CFP® designation.
One of 3926 advisors with offices in Dallas, and one of 3530 fiduciaries.
At a glance
Experience15 years (since 2011)
How that compares ?More experience than 56% of advisors in Texas
Office17000 Dallas Parkway Suite 102, Dallas, TX 75248
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$369,767
Advisors at the firm7
States licensed ?1 state
Services through Openair Financial
Financial planningInvestment management for individuals and small businessesEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2019 – nowOpenair Financial, LLCCurrent firm
- 2016 – 2019Lake Point Wealth Management, LLCPreviously
- Sep 2014 – Sep 2015Advisor Resource CouncilPreviously
- Feb 2013 – Jul 2014United Capital Financial AdvisorsPreviously
- Sep 2011 – Nov 2011LPL Financial LLCPreviously
Questions to ask Stewart
Tailored to Stewart’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Stewart
How do I contact Stewart?
Call Openair Financial at 214-233-6059 and ask for Stewart Fields. Stewart works from the Dallas, TX office.
How long has Stewart been a financial advisor?
Stewart has been in the industry since 2011, about 15 years. More experience than 56% of advisors in Texas.
What licenses does Stewart hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Stewart a fiduciary?
Stewart is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stewart paid?
Openair Financial reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Stewart for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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