Jeffrey Vincent
Vincent Wealth Advisors · Norwell, Massachusetts
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.
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Specialties
Who they serve
- Retirees
Facts
| Firm | Vincent Wealth Advisors |
|---|---|
| Based in | Norwell, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $152.9M across 319 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 2704182 |
| Exams passed | Series 63 (2002) · Series 66 (2002) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.vincentwealth.com |
| Profile |
How Jeffrey's firm compares
- Vincent Wealth Advisors's average account is about $479,000, from its Form ADV (assets managed divided by 319 accounts).
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Questions about Jeffrey
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.
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
- Vincent Wealth Advisors 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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