Jim Gibbons
High Pines Wealth Management · Duxbury, Massachusetts
Jim Gibbons is a fee-only financial advisor at High Pines Wealth Management in Duxbury, Massachusetts. Jim focuses on estate & legacy planning, tax planning and family wealth transfer. High Pines Wealth Management reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | High Pines Wealth Management |
|---|---|
| Based in | Duxbury, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $184.0M across 464 accounts |
| SEC registration | Investment adviser representative in MA, TX · CRD 2564337 |
| Exams passed | Series 63 (1995) · Series 65 (1999) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.highpineswealth.com |
| Profile |
How Jim's firm compares
- High Pines Wealth Management's average account is about $397,000, from its Form ADV (assets managed divided by 464 accounts).
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Questions about Jim
Is Jim Gibbons a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jim holds no broker registration, and High Pines Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jim charge for financial advice?
Jim's firm, High Pines Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Jim Gibbons based?
Jim Gibbons is based in Duxbury, Massachusetts.
What does Jim specialize in?
Jim's specialties include estate & legacy planning, tax planning and family wealth transfer.
Is Jim Gibbons registered with the SEC?
Yes. Jim Gibbons is registered as an investment adviser representative in MA and TX (CRD 2564337), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does High Pines Wealth Management manage?
High Pines Wealth Management reports $184.0M across 464 accounts in assets under management.
How do I contact Jim Gibbons?
Through Jim's website, www.highpineswealth.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
- High Pines Wealth Management 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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