Fee-OnlyFinder

Advisers in Wayland, MA

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

All advisers

Asset Strategy Advisors, LLC14 West Plain St., Suite 201 · Wayland, MA 01778 · (781) 235-4426 · Financial planningCRD 139879 · % of assets, Hourly charges, Fixed fees · $649.3 million AUMSEC registeredNo commissions reportedThe Clifford Group LLC321 Commonwealth Road, Suite 103 · Wayland, MA 01778 · (617) 600-2083 · Financial planningCRD 318897 · % of assets · $248.3 million AUMSEC registeredNo commissions reported
Talking to advisers in Wayland? 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.