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Advisers in Wellesley, MA

13 advisers in Wellesley — 13 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (8)Flat / fixed fees (6)Retirement plan consulting (6)

All advisers

Argonautica Private Wealth Management, INC57 River Street, Suite 202 · Wellesley, MA 02481 · (781) 591-0200 · Financial planningCRD 316736 · % of assets, Fixed fees · $532.9 million AUMSEC registeredNo commissions reportedBdkmarketgroup Investment Management LLC892 Worcester Street, Suite 130 · Wellesley, MA 02482 · (781) 724-9701 · % of assets managedCRD 156796 · % of assets, Performance-based fees · $17.4 million AUMState registeredNo commissions reportedEmpirical Asset Management, LLC57 River Street, Suite 301 · Wellesley, MA 02481 · (781) 431-2223 · % of assets managedCRD 155436 · % of assets, Performance-based fees · $560.0 million AUMSEC registeredNo commissions reportedFairfield Financial AdvisorsThe Wellesley Office Park, 20 William Street, Ste 165 · Wellesley, MA 02481 · (781) 431-1119 · Financial planningCRD 106408 · % of assets · $333.2 million AUMSEC registeredNo commissions reportedHanover Strategic Management, LLCOne Hollis Street, Suite 208 · Wellesley, MA 02482 · (781) 489-3668 · Flat / fixed feesCRD 139908 · % of assets, Fixed fees · $120.5 million AUMState registeredNo commissions reportedKastel Capital Advisors, LLC40 Grove Street, Suite 190 · Wellesley, MA 02482 · (888) 622-2285 · Financial planningCRD 226520 · % of assets, Hourly charges, Fixed fees · $193.3 million AUMSEC registeredNo commissions reportedLmc Investments, INC.1 Hollis St, Suite 435 · Wellesley, MA 02482 · (781) 237-6767 · % of assets managedCRD 105351 · % of assets · $17.2 million AUMState registeredNo commissions reportedNew England Private Wealth Advisors, LLC36 Washington Street, Suite 280 · Wellesley, MA 02481 · (781) 416-1700 · Financial planningCRD 133790 · % of assets, Fixed fees · $5.1 billion AUMSEC registeredNo commissions reportedNobscot Investment Management LLC572 Washington Street, Suite 4 · Wellesley, MA 02482 · (781) 237-2700 · % of assets managedCRD 283289 · % of assets · $164.2 million AUMSEC registeredNo commissions reportedPeak Financial Management INC93 Worcester Street, Suite 101 · Wellesley, MA 02481 · (781) 487-9500 · Financial planningCRD 110559 · % of assets, Hourly charges · $534.4 million AUMSEC registeredNo commissions reported
Savior Wealth40 Washington Street, Suite 210 · Wellesley, MA 02481 · (888) 972-8467 · Financial planningCRD 299178 · % of assets, Performance-based fees · $140.2 million AUMSEC registeredNo commissions reportedStrategic Planning Group, INC.57 River Street, #306 · Wellesley, MA 02481 · (781) 444-9010 · Financial planningCRD 124855 · % of assets, Fixed fees · $218.6 million AUMSEC registeredNo commissions reportedWashington Trust Advisors20 William St, Suite 135 · Wellesley, MA 02481 · (781) 235-7055 · Financial planningCRD 110407 · % of assets, Fixed fees · $2.4 billion AUMSEC registeredNo commissions reported
Talking to advisers in Wellesley? 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.