# Adam Bortolussi

> Adam Bortolussi is a fee-only financial advisor at Bortolussi Wealth Management in Hopkinton, Massachusetts. Adam focuses on retirement planning, estate & legacy planning and small business owners. Bortolussi Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/adam-bortolussi/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Bortolussi Wealth Management
- **Based in:** Hopkinton, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $86.0M across 319 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Small business owners
- **Works with:** Retirees, Pre-retirees, Founders, Physicians, Executives, Ultra high net worth
- **CRD:** 4577020 (https://adviserinfo.sec.gov/individual/summary/4577020)
- **SEC registration:** Investment adviser representative in CT, MA, TX
- **Exams passed:** Series 66 (2004)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.bortowm.com

## Frequently asked questions

### Is Adam Bortolussi a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Adam holds no broker registration, and Bortolussi Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Adam charge for financial advice?

Adam's firm, Bortolussi Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Adam Bortolussi based?

Adam Bortolussi is based in Hopkinton, Massachusetts.

### What does Adam specialize in?

Adam's specialties include retirement planning, estate & legacy planning and small business owners. Adam works with retirees, pre-retirees, founders, physicians and executives.

### Is Adam Bortolussi registered with the SEC?

Yes. Adam Bortolussi is registered as an investment adviser representative in CT, MA and TX (CRD 4577020), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Bortolussi Wealth Management manage?

Bortolussi Wealth Management reports $86.0M across 319 accounts in assets under management.

### How do I contact Adam Bortolussi?

Through Adam's website, www.bortowm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4577020): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://bortowm.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.