Joseph Somerset
Beantown Financial Advisors · Jefferson, Massachusetts
Joseph Somerset is a fee-only financial advisor at Beantown Financial Advisors in Jefferson, Massachusetts, who holds the CFA credential. Joseph focuses on retirement planning, estate & legacy planning and tax planning. Beantown Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Beantown Financial Advisors |
|---|---|
| Based in | Jefferson, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $158.4M across 252 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MA · CRD 3171281 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.beantownfinancial.com |
How Joseph's firm compares
- Beantown Financial Advisors's average account is about $629,000, from its Form ADV (assets managed divided by 252 accounts).
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Questions about Joseph
Is Joseph Somerset a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Beantown Financial Advisors 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, Beantown Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Joseph Somerset based?
Joseph Somerset is based in Jefferson, Massachusetts.
What does Joseph specialize in?
Joseph's specialties include retirement planning, estate & legacy planning, tax planning and equity compensation.
What credentials does Joseph Somerset hold?
Joseph Somerset holds the CFA credential.
Is Joseph Somerset registered with the SEC?
Yes. Joseph Somerset is registered as an investment adviser representative in MA (CRD 3171281), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Beantown Financial Advisors manage?
Beantown Financial Advisors reports $158.4M across 252 accounts in assets under management.
How do I contact Joseph Somerset?
Through Joseph's website, www.beantownfinancial.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
- Beantown Financial 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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