Hanover Strategic Management, LLC

Flat / fixed fees in Wellesley, MA

State registeredNo commissions reported

Call (781) 489-3668 Send a message Map ↗

Public-record details

Address: One Hollis Street, Suite 208, Wellesley, MA 02482
Phone: (781) 489-3668
Listed under: Flat / fixed fees, % of assets managed
CRD number: 139908
Registration: State registered: MA
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): Portfolio management for individuals/small businesses
Regulatory assets under management: $120.5 million
Accounts managed: 60
Clients reported (Form ADV 5.D): 43
Individual / high-net-worth clients: 31 / 12
Employees: 3
Other business activities (Form ADV 6.A): None reported
Disclosures reported on Form ADV: None reported
Latest Form ADV filing: 2026-01-30

State registered (MA) investment adviser, CRD 139908, 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 139908 — 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 Wellesley

Argonautica Private Wealth Management, INC57 River Street, Suite 202 · Wellesley, MA 02481 · (781) 591-0200 · Financial planningCRD 316736 · % of assets, Fixed fees · $532.9 million AUMSEC registeredNo commissions reported Bdkmarketgroup Investment Management LLC892 Worcester Street, Suite 130 · Wellesley, MA 02482 · (781) 724-9701 · % of assets managedCRD 156796 · % of assets, Performance-based fees · $17.4 million AUMState registeredNo commissions reported Empirical Asset Management, LLC57 River Street, Suite 301 · Wellesley, MA 02481 · (781) 431-2223 · % of assets managedCRD 155436 · % of assets, Performance-based fees · $560.0 million AUMSEC registeredNo commissions reported Fairfield Financial AdvisorsThe Wellesley Office Park, 20 William Street, Ste 165 · Wellesley, MA 02481 · (781) 431-1119 · Financial planningCRD 106408 · % of assets · $333.2 million AUMSEC registeredNo commissions reported Kastel Capital Advisors, LLC40 Grove Street, Suite 190 · Wellesley, MA 02482 · (888) 622-2285 · Financial planningCRD 226520 · % of assets, Hourly charges, Fixed fees · $193.3 million AUMSEC registeredNo commissions reported Lmc Investments, INC.1 Hollis St, Suite 435 · Wellesley, MA 02482 · (781) 237-6767 · % of assets managedCRD 105351 · % of assets · $17.2 million AUMState registeredNo commissions reported New England Private Wealth Advisors, LLC36 Washington Street, Suite 280 · Wellesley, MA 02481 · (781) 416-1700 · Financial planningCRD 133790 · % of assets, Fixed fees · $5.1 billion AUMSEC registeredNo commissions reported Nobscot Investment Management LLC572 Washington Street, Suite 4 · Wellesley, MA 02482 · (781) 237-2700 · % of assets managedCRD 283289 · % of assets · $164.2 million AUMSEC registeredNo commissions reported

All 13 in Wellesley →