Fee-OnlyFinder

Excalibur Management Corp

Financial planning in Waltham, MA

SEC registeredNo commissions reported

Call (617) 916-9669Send a messageMap ↗

Public-record details

Address
Bay Colony Corporate Center, 950 Winter Street North, Suite 4100, Waltham, MA 02451
Phone
(617) 916-9669
Listed under
Financial planning, Flat / fixed fees, % of assets managed
CRD number
110836
Registration
SEC registered since 1991-09-11
Compensation (Form ADV 5.E)
Percentage of assets under management; Fixed fees
Commissions
None reported (Form ADV Item 5.E)
Services (Form ADV 5.G)
Financial planning; Portfolio management for individuals/small businesses
Regulatory assets under management
$712.1 million
Accounts managed
872
Clients reported (Form ADV 5.D)
307
Individual / high-net-worth clients
176 / 131
Employees
12
Other business activities (Form ADV 6.A)
None reported
Disclosures reported on Form ADV
None reported
Latest Form ADV filing
2026-09-21

SEC registered investment adviser, CRD 110836, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.

All figures are self-reported by the firm on Form ADV Part 1A. The firm's Part 2A brochure (linked from IAPD) explains its fees, minimums and conflicts of interest in plain language — read it before you sign.

Other advisers in Waltham

Atlantic Planning Group, LLC201 Jones Road, Suite 620 · Waltham, MA 02451 · (781) 894-7000 · Financial planningCRD 133178 · Hourly charges, Fixed feesState registeredNo commissions reportedBallentine Partners230 3rd Avenue, Suite 6 · Waltham, MA 02451 · (781) 314-1300 · Financial planningCRD 152802 · % of assets, Hourly charges, Fixed fees · $15.3 billion AUMSEC registeredNo commissions reportedFoster Dykema Cabot & Partners, LLC1075 Main Street Suite 200 · Waltham, MA 02451 · (617) 423-3900 · Financial planningCRD 300282 · % of assets, Fixed fees · $2.2 billion AUMSEC registeredNo commissions reportedGranahan Investment Management LLC404 Wyman Street, Suite 460 · Waltham, MA 02451 · (781) 890-4412 · % of assets managedCRD 107745 · % of assets, Performance-based fees · $2.4 billion AUMSEC registeredNo commissions reportedIntegrated Wealth Concepts LLC200 5th Avenue, 4th Floor · Waltham, MA 02451 · (781) 890-3045 · Financial planningCRD 284656 · % of assets, Hourly charges, Fixed fees · $23.6 billion AUMSEC registeredNo commissions reportedJsk Capital Advisors, LLC404 Wyman Street, Suite 380 · Waltham, MA 02451 · (781) 890-3150 · Financial planningCRD 167038 · % of assets, Hourly charges · $10.6 million AUMState registeredNo commissions reportedMontis Financial, LLC230 Third Avenue, Floor 5 · Waltham, MA 02451 · (781) 541-5057 · Financial planningCRD 163986 · % of assets, Hourly charges, Fixed fees · $1.3 billion AUMSEC registeredNo commissions reportedPension & Wealth Management Advisors800 South Street, Suite 160 · Waltham, MA 02453 · (781) 810-0800 · Financial planningCRD 309546 · % of assets · $529.8 million AUMSEC registeredNo commissions reported

All 12 in Waltham →