Bill Nugent
Convey Wealth Management · Boston, Massachusetts
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.
Request an introduction to Bill →
Facts
| Firm | Convey Wealth Management |
|---|---|
| Based in | Boston, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $51.7M across 156 accounts |
| Credentials | CFP · EA |
| SEC registration | Investment adviser representative in CA, MA, TX · CRD 2956882 |
| Exams passed | Series 63 (1997) · Series 65 (2006) |
| Disclosures | None reported |
| Website | conveywealth.com |
| Profile |
How Bill's firm compares
- Convey Wealth Management's average account is about $331,000, from its Form ADV (assets managed divided by 156 accounts).
Request an introduction to Bill
Tell Bill a little about what you're looking for. Bill isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Bill
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.