# MaryAnne Gucciardi

> MaryAnne Gucciardi is a fee-only financial advisor at Wealthmind Financial Planning LLC in Cambridge, Massachusetts, who holds the CFP, RICP and BA credentials. MaryAnne charges a percentage of assets, an ongoing planning fee, hourly fees and a one-time planning fee ($425 an hour and 1% a year on the first tier of assets managed) and focuses on retirement planning, equity compensation and tax planning.

Page: https://find.wellspent.co/advisors/maryanne-gucciardi/
Built from public directory listings; last checked October 28, 2026.

## Facts

- **Firm:** Wealthmind Financial Planning LLC
- **Based in:** Cambridge, Massachusetts
- **Fee model:** Percentage of assets; Ongoing planning fee; Hourly; One-time planning fee
- **Fees (firm's website):** $425 an hour; 1% a year on the first tier of assets managed
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $15.5M across 41 accounts
- **Credentials:** CFP, RICP, BA, MBA
- **Specialties:** Retirement planning, Equity compensation, Tax planning, Estate & legacy planning, Sustainable & impact investing, Pension planning
- **Works with:** Pre-retirees, Retirees
- **CRD:** 7442784 (https://adviserinfo.sec.gov/individual/summary/7442784)
- **SEC registration:** Investment adviser representative in MA, NC
- **Exams passed:** Series 65 (2021)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://wealthmindfp.com

## Frequently asked questions

### Is MaryAnne Gucciardi a fee-only financial advisor?

Yes. MaryAnne Gucciardi is listed in the XY Planning Network directory (XYPN members are fee-only) and the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by MaryAnne's firm.

### How does MaryAnne Gucciardi charge for financial advice?

MaryAnne Gucciardi charges a percentage of assets, an ongoing planning fee, hourly fees and a one-time planning fee.

### How much does MaryAnne Gucciardi charge?

According to Wealthmind Financial Planning LLC's website, checked October 28, 2026: $425 an hour; 1% a year on the first tier of assets managed.

### Does MaryAnne Gucciardi work with clients virtually?

Yes. Wealthmind Financial Planning LLC says on its website that it works with clients remotely.

### Where is MaryAnne Gucciardi based?

MaryAnne Gucciardi is based in Cambridge, Massachusetts.

### What does MaryAnne Gucciardi specialize in?

MaryAnne Gucciardi's specialties include retirement planning, equity compensation, tax planning, estate & legacy planning, sustainable & impact investing and pension planning. MaryAnne works with pre-retirees and retirees.

### What credentials does MaryAnne Gucciardi hold?

MaryAnne Gucciardi holds the CFP, RICP, BA and MBA credentials.

### Is MaryAnne Gucciardi registered with the SEC?

Yes. MaryAnne Gucciardi is registered as an investment adviser representative in MA and NC (CRD 7442784), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Wealthmind Financial Planning LLC manage?

Wealthmind Financial Planning LLC reports $15.5M across 41 accounts in assets under management.

### How do I contact MaryAnne Gucciardi?

Through MaryAnne Gucciardi's website, wealthmindfp.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/maryanne-gucciardi-11632): XYPN members are fee-only
- NAPFA directory listing: NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://wealthmindfp.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.
