# Cheryl Costa

> Cheryl Costa is a fee-only financial advisor at Woodside Wealth Management LLC in Framingham, Massachusetts, who holds the BS, CFP and MBA credentials. Cheryl charges a percentage of assets, a flat fee or retainer, a one-time planning fee and an ongoing planning fee and focuses on retirement planning.

Page: https://find.wellspent.co/advisors/cheryl-costa/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Woodside Wealth Management LLC
- **Based in:** Framingham, Massachusetts
- **Fee model:** Percentage of assets; Flat fee or retainer; One-time planning fee; Ongoing planning fee
- **Assets under management (firm):** $266.6M across 401 accounts
- **Credentials:** BS, CFP, MBA
- **Specialties:** Retirement planning
- **Works with:** Retirees, Pre-retirees, Tech employees
- **CRD:** 5030307 (https://adviserinfo.sec.gov/individual/summary/5030307)
- **SEC registration:** Investment adviser representative in MA, ME, TX
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://woodsidewealth.com

## Frequently asked questions

### Is Cheryl Costa a fee-only financial advisor?

Yes. Cheryl Costa is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Cheryl's firm.

### How does Cheryl charge for financial advice?

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

### Where is Cheryl Costa based?

Cheryl Costa is based in Framingham, Massachusetts.

### What does Cheryl specialize in?

Cheryl's specialties include retirement planning. Cheryl works with retirees, pre-retirees and tech employees.

### What credentials does Cheryl Costa hold?

Cheryl Costa holds the BS, CFP and MBA credentials.

### Is Cheryl Costa registered with the SEC?

Yes. Cheryl Costa is registered as an investment adviser representative in MA, ME and TX (CRD 5030307), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Woodside Wealth Management LLC manage?

Woodside Wealth Management LLC reports $266.6M across 401 accounts in assets under management.

### How do I contact Cheryl Costa?

Through Cheryl's website, woodsidewealth.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/38500): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://woodsidewealth.com/): specialties, clients served, and fees, checked October 28, 2026

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