Romahlo Wilson
Boston Family Office · Boston, Massachusetts
Romahlo Wilson is a fee-only financial advisor at Boston Family Office in Boston, Massachusetts. Boston Family Office reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Boston Family Office |
|---|---|
| Based in | Boston, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $2.02B across 816 accounts |
| SEC registration | Investment adviser representative in MA · CRD 5475976 |
| Exams passed | Series 63 (2008) · Series 66 (2012) |
| Firm size | 17 employees |
| Disclosures | None reported |
| Website | www.thebostonfamilyoffice.com |
How Romahlo's firm compares
- Boston Family Office's average account is about $2.5 million, from its Form ADV (assets managed divided by 816 accounts).
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Questions about Romahlo
Is Romahlo Wilson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Romahlo holds no broker registration, and Boston Family Office reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Romahlo charge for financial advice?
Romahlo's firm, Boston Family Office, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Romahlo Wilson based?
Romahlo Wilson is based in Boston, Massachusetts.
Is Romahlo Wilson registered with the SEC?
Yes. Romahlo Wilson is registered as an investment adviser representative in MA (CRD 5475976), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Boston Family Office manage?
Boston Family Office reports $2.02B across 816 accounts in assets under management.
How do I contact Romahlo Wilson?
Through Romahlo's website, www.thebostonfamilyoffice.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
- 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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