Bradford Cadigan
Diversified Financial Management · Norwell, Massachusetts
Bradford Cadigan is a fee-only financial advisor at Diversified Financial Management in Norwell, Massachusetts, who holds the CFA credential. Diversified Financial Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Diversified Financial Management |
|---|---|
| Based in | Norwell, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $338.8M across 478 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MA · CRD 6601007 |
| Exams passed | Series 66 (2016) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | dfmwealth.com |
How Bradford's firm compares
- Diversified Financial Management's average account is about $709,000, from its Form ADV (assets managed divided by 478 accounts).
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Questions about Bradford
Is Bradford Cadigan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bradford holds no broker registration, and Diversified Financial Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bradford charge for financial advice?
Bradford's firm, Diversified Financial Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Bradford Cadigan based?
Bradford Cadigan is based in Norwell, Massachusetts.
What credentials does Bradford Cadigan hold?
Bradford Cadigan holds the CFA credential.
Is Bradford Cadigan registered with the SEC?
Yes. Bradford Cadigan is registered as an investment adviser representative in MA (CRD 6601007), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Diversified Financial Management manage?
Diversified Financial Management reports $338.8M across 478 accounts in assets under management.
How do I contact Bradford Cadigan?
Through Bradford's website, dfmwealth.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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