Joseph Polidoro
Tableaux Wealth · Great Barrington, Massachusetts
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.
Request an introduction to Joseph →
Specialties
Facts
| Firm | Tableaux Wealth |
|---|---|
| Based in | Great Barrington, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $229.7M across 617 accounts |
| SEC registration | Investment adviser representative in FL · CRD 7340028 |
| Exams passed | Series 65 (2025) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.tableauxwealth.com |
How Joseph's firm compares
- Tableaux Wealth's average account is about $372,000, from its Form ADV (assets managed divided by 617 accounts).
Request an introduction to Joseph
Tell Joseph a little about what you're looking for. Joseph isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Joseph
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.
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
- Tableaux Wealth 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.
See something wrong? Request a correction. Read our methodology.