Nicole Bogert
PUREfi Wealth · Boston, Massachusetts
Nicole Bogert is a fee-only financial advisor at PUREfi Wealth in Boston, Massachusetts. Nicole focuses on family wealth transfer. PUREfi Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Nicole →
Specialties
Who they serve
- Executives
- Founders
- Multi-generational families
Facts
| Firm | PUREfi Wealth |
|---|---|
| Based in | Boston, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $326.4M across 98 accounts |
| SEC registration | Investment adviser representative in MA · CRD 8109038 |
| Exams passed | Series 65 (2025) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.purefiwealth.com |
How Nicole's firm compares
- PUREfi Wealth's average account is about $3.3 million, from its Form ADV (assets managed divided by 98 accounts).
Request an introduction to Nicole
Tell Nicole a little about what you're looking for. Nicole isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Nicole
Is Nicole Bogert a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Nicole holds no broker registration, and PUREfi Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Nicole charge for financial advice?
Nicole's firm, PUREfi Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Nicole Bogert based?
Nicole Bogert is based in Boston, Massachusetts.
What does Nicole specialize in?
Nicole's specialties include family wealth transfer. Nicole works with executives, founders and multi-generational families.
Is Nicole Bogert registered with the SEC?
Yes. Nicole Bogert is registered as an investment adviser representative in MA (CRD 8109038), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does PUREfi Wealth manage?
PUREfi Wealth reports $326.4M across 98 accounts in assets under management.
How do I contact Nicole Bogert?
Through Nicole's website, www.purefiwealth.com.
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
- PUREfi Wealth website : specialties, clients served, and fees, checked October 30, 2026
- 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.
See something wrong? Request a correction. Read our methodology.