Michael Durant
Belmont Financial · Charlestown, Massachusetts
Michael Durant is a fee-only financial advisor at Belmont Financial in Charlestown, Massachusetts, who holds the CFP credential. Belmont Financial reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Belmont Financial |
|---|---|
| Based in | Charlestown, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $92.6M across 64 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 2113971 |
| Exams passed | Series 63 (1991) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Michael's firm compares
- Belmont Financial's average account is about $1.4 million, from its Form ADV (assets managed divided by 64 accounts).
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Questions about Michael
Is Michael Durant a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Belmont Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, Belmont Financial, reports charging a percentage of assets on its SEC Form ADV.
Where is Michael Durant based?
Michael Durant is based in Charlestown, Massachusetts.
What credentials does Michael Durant hold?
Michael Durant holds the CFP credential.
Is Michael Durant registered with the SEC?
Yes. Michael Durant is registered as an investment adviser representative in MA (CRD 2113971), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Belmont Financial manage?
Belmont Financial reports $92.6M across 64 accounts in assets under management.
How do I contact Michael Durant?
Contact details aren't on file yet. Search for Belmont Financial.
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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