Brian Bond
Leverage Financial Advisory · Wilmington, Massachusetts
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.
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Specialties
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 |
| Assets under management | $17.3M across 160 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 7046853 |
| Exams passed | Series 65 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | leverageadvisory.com |
| Profile |
How Brian's firm compares
- Ongoing planning starts at $1,200 a year, below the Massachusetts median of $5,000 for fee-only firms that publish prices.
- The hourly rate is $300, in line with the Massachusetts median of $300 for fee-only firms that publish prices.
- Leverage Financial Advisory's average account is about $108,000, from its Form ADV (assets managed divided by 160 accounts).
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Questions about Brian
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.
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
- Leverage Financial Advisory 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.
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