# Stefan Karlsson

> Stefan Karlsson is a fee-only financial advisor at Aureus Asset Management in Boston, Massachusetts, who holds the CFA credential. Stefan focuses on family wealth transfer. Aureus Asset Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/stefan-karlsson/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Aureus Asset Management
- **Based in:** Boston, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $8.40B across 954 accounts
- **Credentials:** CFA
- **Specialties:** Family wealth transfer
- **Works with:** Multi-generational families
- **CRD:** 4224850 (https://adviserinfo.sec.gov/individual/summary/4224850)
- **SEC registration:** Investment adviser representative in MA
- **Exams passed:** Series 63 (2008)
- **Firm size:** 14 employees
- **Disclosures:** None reported
- **Website:** https://www.aureus-asset.com

## Frequently asked questions

### Is Stefan Karlsson a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Stefan holds no broker registration, and Aureus Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Stefan charge for financial advice?

Stefan's firm, Aureus Asset Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Stefan Karlsson based?

Stefan Karlsson is based in Boston, Massachusetts.

### What does Stefan specialize in?

Stefan's specialties include family wealth transfer. Stefan works with multi-generational families.

### What credentials does Stefan Karlsson hold?

Stefan Karlsson holds the CFA credential.

### Is Stefan Karlsson registered with the SEC?

Yes. Stefan Karlsson is registered as an investment adviser representative in MA (CRD 4224850), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Aureus Asset Management manage?

Aureus Asset Management reports $8.40B across 954 accounts in assets under management.

### How do I contact Stefan Karlsson?

Through Stefan's website, www.aureus-asset.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4224850): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://aureus-asset.com/): specialties, clients served, and fees, checked October 30, 2026

---

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