Marilyn Gentilotti
Washington Trust Advisors · Wellesley, Massachusetts
Marilyn Gentilotti is a fee-only financial advisor at Washington Trust Advisors in Wellesley, Massachusetts, who holds the CFP credential. Washington Trust Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Washington Trust Advisors |
|---|---|
| Based in | Wellesley, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.39B across 1,779 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CT, MA, RI · CRD 5089776 |
| Exams passed | Series 65 (2006) · Series 66 (2015) |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | www.washtrustwealth.com |
How Marilyn's firm compares
- Washington Trust Advisors's average account is about $1.3 million, from its Form ADV (assets managed divided by 1,779 accounts).
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Questions about Marilyn
Is Marilyn Gentilotti a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Marilyn holds no broker registration, and Washington Trust Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Marilyn charge for financial advice?
Marilyn's firm, Washington Trust Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Marilyn Gentilotti based?
Marilyn Gentilotti is based in Wellesley, Massachusetts.
What credentials does Marilyn Gentilotti hold?
Marilyn Gentilotti holds the CFP credential.
Is Marilyn Gentilotti registered with the SEC?
Yes. Marilyn Gentilotti is registered as an investment adviser representative in CT, MA and RI (CRD 5089776), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Washington Trust Advisors manage?
Washington Trust Advisors reports $2.39B across 1,779 accounts in assets under management.
How do I contact Marilyn Gentilotti?
Through Marilyn's website, www.washtrustwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Wellesley
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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