Anne Christopulos
West Branch Capital · Hyannis, Massachusetts
Anne Christopulos is a fee-only financial advisor at West Branch Capital in Hyannis, Massachusetts. West Branch Capital reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
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Who they serve
- Multi-generational families
Facts
| Firm | West Branch Capital |
|---|---|
| Based in | Hyannis, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Assets under management | $690.1M across 1,255 accounts |
| SEC registration | Investment adviser representative in MA · CRD 2077885 |
| Exams passed | Series 66 (2001) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.westbranchcapital.com |
How Anne's firm compares
- West Branch Capital's average account is about $550,000, from its Form ADV (assets managed divided by 1,255 accounts).
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Questions about Anne
Is Anne Christopulos a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Anne holds no broker registration, and West Branch Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Anne charge for financial advice?
Anne's firm, West Branch Capital, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
Where is Anne Christopulos based?
Anne Christopulos is based in Hyannis, Massachusetts.
Is Anne Christopulos registered with the SEC?
Yes. Anne Christopulos is registered as an investment adviser representative in MA (CRD 2077885), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does West Branch Capital manage?
West Branch Capital reports $690.1M across 1,255 accounts in assets under management.
How do I contact Anne Christopulos?
Through Anne's website, www.westbranchcapital.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
- West Branch Capital 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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