MaryAnne Gucciardi
Wealthmind Financial Planning LLC · Cambridge, Massachusetts
MaryAnne Gucciardi is a fee-only financial advisor at Wealthmind Financial Planning LLC in Cambridge, Massachusetts, who holds the CFP, RICP and BA credentials.
- $425
- Hourly rate
- $15M
- Firm assets managed
- $378,000
- Firm's average account
- 2021
- First securities exam
What MaryAnne focuses on
Who MaryAnne works with
- Pre-retirees
- Retirees
How does MaryAnne's firm compare?
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The hourly rate is $425, above the Massachusetts median of $300 for fee-only firms that publish prices.
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Wealthmind Financial Planning LLC's average account is about $378,000, from its Form ADV (assets managed divided by 41 accounts).
Questions about MaryAnne
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| 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 |
| Accepting new clients | Yes |
| Assets under management | $15.5M across 41 accounts |
| Credentials | CFP · RICP · BA · MBA |
| SEC registration | Investment adviser representative in MA, NC · CRD 7442784 |
| Exams passed | Series 65 (2021) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | wealthmindfp.com |
| Profile |
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Other fee-only advisors in Cambridge
Other advisors in Massachusetts who focus on retirement planning
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Wealthmind Financial Planning LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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