Andrew Mazzola
M3 Advisory Group · Boston, Massachusetts
Andrew Mazzola is a fee-only financial advisor at M3 Advisory Group in Boston, Massachusetts. Andrew focuses on family wealth transfer. M3 Advisory Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | M3 Advisory Group |
|---|---|
| Based in | Boston, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $342M across 671 accounts |
| SEC registration | Investment adviser representative in MA · CRD 7973006 |
| Exams passed | Series 66 (2024) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.m3ag.com |
How Andrew's firm compares
- M3 Advisory Group's average account is about $510,000, from its Form ADV (assets managed divided by 671 accounts).
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Questions about Andrew
Is Andrew Mazzola a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and M3 Advisory Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Andrew charge for financial advice?
Andrew's firm, M3 Advisory Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Andrew Mazzola based?
Andrew Mazzola is based in Boston, Massachusetts.
What does Andrew specialize in?
Andrew's specialties include family wealth transfer.
Is Andrew Mazzola registered with the SEC?
Yes. Andrew Mazzola is registered as an investment adviser representative in MA (CRD 7973006), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does M3 Advisory Group manage?
M3 Advisory Group reports $342M across 671 accounts in assets under management.
How do I contact Andrew Mazzola?
Through Andrew's website, www.m3ag.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
- M3 Advisory Group 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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