# Joseph Polidoro

> Joseph Polidoro is a fee-only financial advisor at Tableaux Wealth in Great Barrington, Massachusetts. Joseph focuses on estate & legacy planning, family wealth transfer and tax planning. Tableaux Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Tableaux Wealth
- **Based in:** Great Barrington, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $229.7M across 617 accounts
- **Specialties:** Estate & legacy planning, Family wealth transfer, Tax planning
- **CRD:** 7340028 (https://adviserinfo.sec.gov/individual/summary/7340028)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 65 (2025)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** http://www.tableauxwealth.com

## Frequently asked questions

### Is Joseph Polidoro a fee-only financial advisor?

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

### How does Joseph charge for financial advice?

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

### Where is Joseph Polidoro based?

Joseph Polidoro is based in Great Barrington, Massachusetts.

### What does Joseph specialize in?

Joseph's specialties include estate & legacy planning, family wealth transfer and tax planning.

### Is Joseph Polidoro registered with the SEC?

Yes. Joseph Polidoro is registered as an investment adviser representative in FL (CRD 7340028), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Tableaux Wealth manage?

Tableaux Wealth reports $229.7M across 617 accounts in assets under management.

### How do I contact Joseph Polidoro?

Through Joseph's website, www.tableauxwealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7340028): 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.tableauxwealth.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.