Donald Gustafson
DJG Financial Services · East Weymouth, Massachusetts
Donald Gustafson is a fee-only financial advisor at DJG Financial Services in East Weymouth, Massachusetts, who holds the PFS credential. DJG Financial Services reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | DJG Financial Services |
|---|---|
| Based in | East Weymouth, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees · Performance-based fees |
| Assets under management | $95.1M across 313 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in MA · CRD 5426553 |
| Exams passed | Series 65 (2005) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.djgfinancial.com |
How Donald's firm compares
- DJG Financial Services's average account is about $304,000, from its Form ADV (assets managed divided by 313 accounts).
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Questions about Donald
Is Donald Gustafson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Donald holds no broker registration, and DJG Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Donald charge for financial advice?
Donald's firm, DJG Financial Services, reports charging a percentage of assets, hourly fees, fixed fees and performance-based fees on its SEC Form ADV.
Where is Donald Gustafson based?
Donald Gustafson is based in East Weymouth, Massachusetts.
What credentials does Donald Gustafson hold?
Donald Gustafson holds the PFS credential.
Is Donald Gustafson registered with the SEC?
Yes. Donald Gustafson is registered as an investment adviser representative in MA (CRD 5426553), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does DJG Financial Services manage?
DJG Financial Services reports $95.1M across 313 accounts in assets under management.
How do I contact Donald Gustafson?
Through Donald's website, www.djgfinancial.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
- 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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