Adam Bortolussi
Bortolussi Wealth Management · Hopkinton, Massachusetts
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Founders
- Physicians
- Executives
- Ultra high net worth
Facts
| Firm | Bortolussi Wealth Management |
|---|---|
| Based in | Hopkinton, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $86.0M across 319 accounts |
| SEC registration | Investment adviser representative in CT, MA, TX · CRD 4577020 |
| Exams passed | Series 66 (2004) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.bortowm.com |
| Profile |
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Questions about Adam
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Bortolussi Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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