Kraematon Investment Advisors, INC.

Financial planning in Braintree, MA

SEC registeredNo commissions reported

Call (781) 431-9425 Send a message Map ↗

Public-record details

Address: 25 Braintree Hill Office Park, Suite 200, Braintree, MA 02184
Phone: (781) 431-9425
Listed under: Financial planning, % of assets managed
CRD number: 126869
Registration: SEC registered since 2006-01-06
Compensation (Form ADV 5.E): Percentage of assets under management
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: $201.5 million
Accounts managed: 476
Clients reported (Form ADV 5.D): 173
Individual / high-net-worth clients: 90 / 83
Employees: 2
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-02-12

SEC registered investment adviser, CRD 126869, 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

SEC IAPD summary for CRD 126869 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
FINRA BrokerCheck — look up the individual advisers at this firm.
Firm website (as listed on Form ADV)

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 Braintree

Compass Capital Corporation50 Braintree Hill Office Park, Suite 105 · Braintree, MA 02184 · (781) 535-6083 · Financial planningCRD 112323 · % of assets, Hourly charges, Fixed fees · $695.5 million AUMSEC registeredNo commissions reported Dreamfield Planning Group, LLC140 Wood Road, Suite 400e · Braintree, MA 02184 · (617) 313-7545 · Financial planningCRD 316550 · % of assets, Hourly charges, Fixed fees · $9.7 million AUMState registeredNo commissions reported Generations Retirement Group, LLC45 Braintree Hill Office Park, Suite 302 · Braintree, MA 02184 · (781) 535-6133 · % of assets managedCRD 335069 · % of assets · $37.7 million AUMState registeredNo commissions reported Genesis Wealth Advisors, LLC400 Washington Street, Suite 308 · Braintree, MA 02184 · (781) 344-1023 · Financial planningCRD 158388 · % of assets, Hourly charges, Fixed fees · $200.1 million AUMSEC registeredNo commissions reported Kelly Financial Services LLC10 Forbes Road, Ste 130 · Braintree, MA 02184 · (781) 849-3090 · Financial planningCRD 291996 · % of assets, Hourly charges, Fixed fees · $623.6 million AUMSEC registeredNo commissions reported Legacy Investment Advisors INC.100 Grandview Road, Suite 412 · Braintree, MA 02184 · (781) 380-1017 · % of assets managedCRD 124554 · % of assets · $5.8 million AUMState registeredNo commissions reported Little House Capital, LLC35 Braintree Hill Park, #100 · Braintree, MA 02184 · (617) 545-5600 · Financial planningCRD 290070 · % of assets, Hourly charges, Fixed fees · $675.2 million AUMSEC registeredNo commissions reported Mg Financial LLC30 Braintree Hill Office Park, Suite 104 · Braintree, MA 02184 · (781) 848-1163 · Financial planningCRD 107649 · % of assets, Hourly charges, Other · $1.1 billion AUMSEC registeredNo commissions reported

All 17 in Braintree →