Jake Gigliotti
M3 Advisory Group · Dover, Massachusetts
Jake Gigliotti is a fee-only financial advisor at M3 Advisory Group in Dover, Massachusetts. Jake focuses on family wealth transfer. M3 Advisory Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | M3 Advisory Group |
|---|---|
| Based in | Dover, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $342M across 671 accounts |
| SEC registration | Investment adviser representative in MA · CRD 7992491 |
| Exams passed | Series 66 (2025) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.m3ag.com |
How Jake's firm compares
- M3 Advisory Group's average account is about $510,000, from its Form ADV (assets managed divided by 671 accounts).
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Questions about Jake
Is Jake Gigliotti a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jake holds no broker registration, and M3 Advisory Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jake charge for financial advice?
Jake's firm, M3 Advisory Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jake Gigliotti based?
Jake Gigliotti is based in Dover, Massachusetts.
What does Jake specialize in?
Jake's specialties include family wealth transfer.
Is Jake Gigliotti registered with the SEC?
Yes. Jake Gigliotti is registered as an investment adviser representative in MA (CRD 7992491), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does M3 Advisory Group manage?
M3 Advisory Group reports $342M across 671 accounts in assets under management.
How do I contact Jake Gigliotti?
Through Jake's website, www.m3ag.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
- M3 Advisory Group website : specialties, clients served, and fees, checked October 30, 2026
- 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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