Cheryl Costa
Woodside Wealth Management LLC · Framingham, Massachusetts
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.
Request an introduction to Cheryl →
Specialties
Who they serve
- Retirees
- Pre-retirees
- Tech employees
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 | $266.6M across 401 accounts |
| Credentials | BS · CFP · MBA |
| SEC registration | Investment adviser representative in MA, ME, TX · CRD 5030307 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | woodsidewealth.com |
How Cheryl's firm compares
- Woodside Wealth Management LLC's average account is about $665,000, from its Form ADV (assets managed divided by 401 accounts).
Request an introduction to Cheryl
Tell Cheryl a little about what you're looking for. Cheryl 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 Cheryl
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Woodside Wealth Management LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.