Arthur Ebersole
Ebersole Financial · Wellesley Hills, Massachusetts
Arthur Ebersole is a fee-only financial advisor at Ebersole Financial in Wellesley Hills, Massachusetts, who holds the CFP and CFA credentials. Ebersole Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Ebersole Financial |
|---|---|
| Based in | Wellesley Hills, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $78.2M across 127 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in MA, TX · CRD 6315724 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.ebersolefinancial.com |
| Profile |
How Arthur's firm compares
- Ebersole Financial's average account is about $616,000, from its Form ADV (assets managed divided by 127 accounts).
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Questions about Arthur
Is Arthur Ebersole a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Arthur holds no broker registration, and Ebersole Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Arthur charge for financial advice?
Arthur's firm, Ebersole Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Arthur Ebersole based?
Arthur Ebersole is based in Wellesley Hills, Massachusetts.
What credentials does Arthur Ebersole hold?
Arthur Ebersole holds the CFP and CFA credentials.
Is Arthur Ebersole registered with the SEC?
Yes. Arthur Ebersole is registered as an investment adviser representative in MA and TX (CRD 6315724), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Ebersole Financial manage?
Ebersole Financial reports $78.2M across 127 accounts in assets under management.
How do I contact Arthur Ebersole?
Through Arthur's website, www.ebersolefinancial.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
- 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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