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Advisers in West Newton, MA

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

All advisers

Capshift Advisors15 Spencer Street · West Newton, MA 02465 · (617) 865-5096 · Flat / fixed feesCRD 309860 · % of assets, Fixed fees · $628.0 million AUMSEC registeredNo commissions reportedRighthand Capital, LLC19 Randlett Park · West Newton, MA 02465 · (617) 430-7770 · Financial planningCRD 307517 · % of assets, Fixed fees · $182.3 million AUMSEC registeredNo commissions reported
Talking to advisers in West Newton? 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.