# Bill Nugent

> Bill Nugent is a fee-only financial advisor at Convey Wealth Management in Boston, Massachusetts, who holds the CFP and EA credentials. Convey Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/bill-nugent/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Convey Wealth Management
- **Based in:** Boston, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $51.7M across 156 accounts
- **Credentials:** CFP, EA
- **CRD:** 2956882 (https://adviserinfo.sec.gov/individual/summary/2956882)
- **SEC registration:** Investment adviser representative in CA, MA, TX
- **Exams passed:** Series 63 (1997), Series 65 (2006)
- **Disclosures:** None reported
- **Website:** https://conveywealth.com

## Frequently asked questions

### Is Bill Nugent a fee-only financial advisor?

Yes. Bill Nugent is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Bill's firm.

### How does Bill charge for financial advice?

Bill's firm, Convey Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Bill Nugent based?

Bill Nugent is based in Boston, Massachusetts.

### What credentials does Bill Nugent hold?

Bill Nugent holds the CFP and EA credentials.

### Is Bill Nugent registered with the SEC?

Yes. Bill Nugent is registered as an investment adviser representative in CA, MA and TX (CRD 2956882), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Convey Wealth Management manage?

Convey Wealth Management reports $51.7M across 156 accounts in assets under management.

### How do I contact Bill Nugent?

Through Bill's website, conveywealth.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/48723): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.