# George Ferrel

> George Ferrel is a fee-only financial advisor at PUREfi Wealth in Boston, Massachusetts. George focuses on family wealth transfer. PUREfi Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/george-ferrel/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** PUREfi Wealth
- **Based in:** Boston, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $326.4M across 98 accounts
- **Specialties:** Family wealth transfer
- **Works with:** Executives, Founders, Multi-generational families
- **CRD:** 5564607 (https://adviserinfo.sec.gov/individual/summary/5564607)
- **SEC registration:** Investment adviser representative in MA
- **Exams passed:** Series 66 (2025)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** http://www.purefiwealth.com

## Frequently asked questions

### Is George Ferrel a fee-only financial advisor?

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

### How does George charge for financial advice?

George's firm, PUREfi Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is George Ferrel based?

George Ferrel is based in Boston, Massachusetts.

### What does George specialize in?

George's specialties include family wealth transfer. George works with executives, founders and multi-generational families.

### Is George Ferrel registered with the SEC?

Yes. George Ferrel is registered as an investment adviser representative in MA (CRD 5564607), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does PUREfi Wealth manage?

PUREfi Wealth reports $326.4M across 98 accounts in assets under management.

### How do I contact George Ferrel?

Through George's website, www.purefiwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5564607): 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
- The firm's website (http://purefiwealth.com/): specialties, clients served, and fees, checked October 30, 2026

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