Latimer Eddy
L. B. Eddy · Westfield, Massachusetts
Latimer Eddy is a fee-only financial advisor at L. B. Eddy in Westfield, Massachusetts, who holds the CFP credential. L. B. Eddy reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | L. B. Eddy |
|---|---|
| Based in | Westfield, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $15.7M across 9 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 2581148 |
| Exams passed | Series 65 (1995) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Latimer's firm compares
- L. B. Eddy's average account is about $1.7 million, from its Form ADV (assets managed divided by 9 accounts).
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Questions about Latimer
Is Latimer Eddy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Latimer holds no broker registration, and L. B. Eddy reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Latimer charge for financial advice?
Latimer's firm, L. B. Eddy, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Latimer Eddy based?
Latimer Eddy is based in Westfield, Massachusetts.
What credentials does Latimer Eddy hold?
Latimer Eddy holds the CFP credential.
Is Latimer Eddy registered with the SEC?
Yes. Latimer Eddy is registered as an investment adviser representative in MA (CRD 2581148), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does L. B. Eddy manage?
L. B. Eddy reports $15.7M across 9 accounts in assets under management.
How do I contact Latimer Eddy?
Contact details aren't on file yet. Search for L. B. Eddy.
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
- 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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