Advisers in Winchester, MA

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

All advisers

Boston Standard Wealth Management, LLC31 Church St. #3 · Winchester, MA 01890 · (781) 721-0072 · Financial planningCRD 156452 · % of assets, Hourly charges, Fixed fees · $647.6 million AUMSEC registeredNo commissions reported Shepherd Financial Partners, LLC1004 Main Street · Winchester, MA 01890 · (781) 756-1804 · Financial planningCRD 169093 · % of assets, Hourly charges, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reported

Talking to advisers in Winchester? 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.