# Brian Bond

> Brian Bond is a fee-only financial advisor at Leverage Financial Advisory in Wilmington, Massachusetts, who holds the CFP credential. Brian charges a percentage of assets, an ongoing planning fee, hourly fees, a flat fee or retainer and a one-time planning fee (ongoing planning from $1,200 a year and $300 an hour) and focuses on retirement planning.

Page: https://find.wellspent.co/advisors/brian-bond/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Leverage Financial Advisory
- **Based in:** Wilmington, Massachusetts
- **Fee model:** Percentage of assets; Ongoing planning fee; Hourly; Flat fee or retainer; One-time planning fee
- **Fees (firm's website):** ongoing planning from $1,200 a year; $300 an hour; 1% a year on the first tier of assets managed
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $17.3M across 160 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning
- **CRD:** 7046853 (https://adviserinfo.sec.gov/individual/summary/7046853)
- **SEC registration:** Investment adviser representative in MA
- **Exams passed:** Series 65 (2018)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://leverageadvisory.com

## Frequently asked questions

### Is Brian Bond a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Brian holds no broker registration, and Leverage Financial Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Brian charge for financial advice?

Brian charges a percentage of assets, an ongoing planning fee, hourly fees, a flat fee or retainer and a one-time planning fee.

### How much does Brian charge?

According to Leverage Financial Advisory's website, checked October 30, 2026: ongoing planning from $1,200 a year; $300 an hour; 1% a year on the first tier of assets managed.

### Where is Brian Bond based?

Brian Bond is based in Wilmington, Massachusetts.

### What does Brian specialize in?

Brian's specialties include retirement planning.

### What credentials does Brian Bond hold?

Brian Bond holds the CFP credential.

### Is Brian Bond registered with the SEC?

Yes. Brian Bond is registered as an investment adviser representative in MA (CRD 7046853), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Leverage Financial Advisory manage?

Leverage Financial Advisory reports $17.3M across 160 accounts in assets under management.

### How do I contact Brian Bond?

Through Brian's website, leverageadvisory.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7046853): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://leverageadvisory.com/): specialties, clients served, and fees, checked October 30, 2026

---

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