Fee-OnlyFinder

Advisers in Gloucester, MA

2 advisers in Gloucester — 2 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

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Good Harbor Advisors, INC.1 Blackburn Drive · Gloucester, MA 01930 · (978) 515-7119 · Financial planningCRD 143492 · % of assets, Hourly charges, Fixed fees · $333.7 million AUMSEC registeredNo commissions reportedWernau Asset Management30 Western Ave, Suite 206 · Gloucester, MA 01930 · (617) 871-0029 · Financial planningCRD 129473 · % of assets, Hourly charges, Fixed fees · $202.6 million AUMSEC registeredNo commissions reported
Talking to advisers in Gloucester? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.