# Stephen Colella

> Stephen Colella is a fee-only financial advisor at Snug Harbor Capital Management in Marshfield, Massachusetts. Snug Harbor Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/stephen-colella/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Snug Harbor Capital Management
- **Based in:** Marshfield, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $30.0M across 18 accounts
- **CRD:** 2168766 (https://adviserinfo.sec.gov/individual/summary/2168766)
- **SEC registration:** Investment adviser representative in MA
- **Exams passed:** Series 63 (1991), Series 65 (2002), Series 66 (2002)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.snugharborcapital.com

## Frequently asked questions

### Is Stephen Colella a fee-only financial advisor?

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

### How does Stephen charge for financial advice?

Stephen's firm, Snug Harbor Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Stephen Colella based?

Stephen Colella is based in Marshfield, Massachusetts.

### Is Stephen Colella registered with the SEC?

Yes. Stephen Colella is registered as an investment adviser representative in MA (CRD 2168766), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Snug Harbor Capital Management manage?

Snug Harbor Capital Management reports $30.0M across 18 accounts in assets under management.

### How do I contact Stephen Colella?

Through Stephen's website, www.snugharborcapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2168766): 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

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