Fee-OnlyFinder

Advisers in Medfield, MA

4 advisers in Medfield — 4 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Hourly fees (3)Flat / fixed fees (3)

All advisers

Ashwood Advisors5 North Meadows Road · Medfield, MA 02052 · (508) 359-9442 · Financial planningCRD 128811 · % of assets, Hourly charges, Fixed fees · $126.9 million AUMSEC registeredNo commissions reportedBluebird Wealth Management LLC266 Main Street, Suite 19b · Medfield, MA 02052 · (508) 359-4349 · Financial planningCRD 293420 · % of assets, Hourly charges, Fixed fees · $154.0 million AUMSEC registeredNo commissions reportedSilver Pine Capital, LLC5 West Mill Street, 5 · Medfield, MA 02052 · (617) 302-6221 · Financial planningCRD 150461 · % of assets, Performance-based fees · $41.8 million AUMState registeredNo commissions reportedWolfstich Capital, LLC445 Main Street, Suite 303 · Medfield, MA 02052 · (781) 475-6157 · Financial planningCRD 146026 · % of assets, Hourly charges, Fixed fees · $162.1 million AUMSEC registeredNo commissions reported
Talking to advisers in Medfield? 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.