Annette Sun
SW Private Wealth · Needham, Massachusetts
Annette Sun is a fee-only financial advisor at SW Private Wealth in Needham, Massachusetts. Annette focuses on retirement planning. SW Private Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | SW Private Wealth |
|---|---|
| Based in | Needham, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $40.2M across 101 accounts |
| SEC registration | Investment adviser representative in MA · CRD 4623077 |
| Exams passed | Series 63 (2015) · Series 65 (2001) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.swpwllc.com |
How Annette's firm compares
- SW Private Wealth's average account is about $398,000, from its Form ADV (assets managed divided by 101 accounts).
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Questions about Annette
Is Annette Sun a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Annette holds no broker registration, and SW Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Annette charge for financial advice?
Annette's firm, SW Private Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Annette Sun based?
Annette Sun is based in Needham, Massachusetts.
What does Annette specialize in?
Annette's specialties include retirement planning. Annette works with retirees and pre-retirees.
Is Annette Sun registered with the SEC?
Yes. Annette Sun is registered as an investment adviser representative in MA (CRD 4623077), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does SW Private Wealth manage?
SW Private Wealth reports $40.2M across 101 accounts in assets under management.
How do I contact Annette Sun?
Through Annette's website, www.swpwllc.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
- SW Private Wealth 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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