# Jeffrey Vincent

> Jeffrey Vincent is a fee-only financial advisor at Vincent Wealth Advisors in Norwell, Massachusetts, who holds the CFP credential. Jeffrey focuses on retirement planning, estate & legacy planning and family wealth transfer. Vincent Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Vincent Wealth Advisors
- **Based in:** Norwell, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $152.9M across 319 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Estate & legacy planning, Family wealth transfer
- **Works with:** Retirees
- **CRD:** 2704182 (https://adviserinfo.sec.gov/individual/summary/2704182)
- **SEC registration:** Investment adviser representative in MA
- **Exams passed:** Series 63 (2002), Series 66 (2002)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://www.vincentwealth.com/

## Frequently asked questions

### Is Jeffrey Vincent a fee-only financial advisor?

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

### How does Jeffrey charge for financial advice?

Jeffrey's firm, Vincent Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Jeffrey Vincent based?

Jeffrey Vincent is based in Norwell, Massachusetts.

### What does Jeffrey specialize in?

Jeffrey's specialties include retirement planning, estate & legacy planning and family wealth transfer. Jeffrey works with retirees.

### What credentials does Jeffrey Vincent hold?

Jeffrey Vincent holds the CFP credential.

### Is Jeffrey Vincent registered with the SEC?

Yes. Jeffrey Vincent is registered as an investment adviser representative in MA (CRD 2704182), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Vincent Wealth Advisors manage?

Vincent Wealth Advisors reports $152.9M across 319 accounts in assets under management.

### How do I contact Jeffrey Vincent?

Through Jeffrey's website, www.vincentwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2704182): 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 (https://www.vincentwealth.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.