Brett Feldman
TwinFocus · Boston, Massachusetts
Brett Feldman is a fee-only financial advisor at TwinFocus in Boston, Massachusetts. Brett focuses on family wealth transfer and real estate investors. TwinFocus reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
Request an introduction to Brett →
Specialties
Who they serve
- Founders
- Executives
- Ultra high net worth
- Multi-generational families
Facts
| Firm | TwinFocus |
|---|---|
| Based in | Boston, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $4.58B across 77 accounts |
| SEC registration | Investment adviser representative in MA · CRD 6092239 |
| Exams passed | Series 66 (2014) |
| Firm size | 37 employees |
| Disclosures | None reported |
| Website | www.twinfocus.com |
Request an introduction to Brett
Tell Brett a little about what you're looking for. Brett 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 Brett
Is Brett Feldman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Brett holds no broker registration, and TwinFocus reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Brett charge for financial advice?
Brett's firm, TwinFocus, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Brett Feldman based?
Brett Feldman is based in Boston, Massachusetts.
What does Brett specialize in?
Brett's specialties include family wealth transfer and real estate investors. Brett works with founders, executives, ultra high net worth and multi-generational families.
Is Brett Feldman registered with the SEC?
Yes. Brett Feldman is registered as an investment adviser representative in MA (CRD 6092239), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does TwinFocus manage?
TwinFocus reports $4.58B across 77 accounts in assets under management.
How do I contact Brett Feldman?
Through Brett's website, www.twinfocus.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
- TwinFocus 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.
See something wrong? Request a correction. Read our methodology.