# Daniel Tortola

> Daniel Tortola is a fee-only financial advisor at Boston Research and Management in Manchester, Massachusetts, who holds the CFA credential. Boston Research and Management reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/daniel-tortola/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Boston Research and Management
- **Based in:** Manchester, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $676.2M across 501 accounts
- **Credentials:** CFA
- **CRD:** 5643293 (https://adviserinfo.sec.gov/individual/summary/5643293)
- **SEC registration:** Investment adviser representative in MA
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://www.bostonrm.com/

## Frequently asked questions

### Is Daniel Tortola a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Daniel holds no broker registration, and Boston Research and Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Daniel charge for financial advice?

Daniel's firm, Boston Research and Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Daniel Tortola based?

Daniel Tortola is based in Manchester, Massachusetts.

### What credentials does Daniel Tortola hold?

Daniel Tortola holds the CFA credential.

### Is Daniel Tortola registered with the SEC?

Yes. Daniel Tortola is registered as an investment adviser representative in MA (CRD 5643293), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Boston Research and Management manage?

Boston Research and Management reports $676.2M across 501 accounts in assets under management.

### How do I contact Daniel Tortola?

Through Daniel's website, www.bostonrm.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5643293): 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

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