Anne Gouthro
Napier Financial · Braintree, Massachusetts
Anne Gouthro is a fee-only financial advisor at Napier Financial in Braintree, Massachusetts, who holds the CFP credential. Anne focuses on estate & legacy planning, tax planning and family wealth transfer. Napier Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Multi-generational families
Facts
| Firm | Napier Financial |
|---|---|
| Based in | Braintree, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $587.9M across 993 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 7163123 |
| Exams passed | Series 63 (2019) · Series 66 (2020) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | napierfinancial.com |
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Questions about Anne
Is Anne Gouthro a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Anne holds no broker registration, and Napier Financial 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, Napier Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Anne Gouthro based?
Anne Gouthro is based in Braintree, Massachusetts.
What does Anne specialize in?
Anne's specialties include estate & legacy planning, tax planning, family wealth transfer and small business owners. Anne works with multi-generational families.
What credentials does Anne Gouthro hold?
Anne Gouthro holds the CFP credential.
Is Anne Gouthro registered with the SEC?
Yes. Anne Gouthro is registered as an investment adviser representative in MA (CRD 7163123), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Napier Financial manage?
Napier Financial reports $587.9M across 993 accounts in assets under management.
How do I contact Anne Gouthro?
Through Anne's website, napierfinancial.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
- Napier Financial 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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