Sechrest Financial Services

Public-record details

Address

One Acton Place, Suite 301, 526 Main Street, Acton, MA 01720

Phone

(978) 795-1284

Listed under

Financial planning, Flat / fixed fees

Legal name

Sechrest Financial Services LLC

CRD number

128688

Registration

SEC registered since 2018-02-06

Compensation (Form ADV 5.E)

Fixed fees

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Financial planning; Portfolio management for individuals/small businesses; Selection of other advisers

Regulatory assets under management

$199.2 million

Accounts managed

344

Clients reported (Form ADV 5.D)

53

Individual / high-net-worth clients

17 / 36

Employees

4

Other business activities (Form ADV 6.A)

Also active as: accountant or accounting firm

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-01-12

SEC registered investment adviser, CRD 128688, 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 128688 — 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.