Stephen Doucette
Proctor Financial · Wellesley, Massachusetts
Stephen Doucette is a fee-only financial advisor at Proctor Financial in Wellesley, Massachusetts, who holds the CFP credential. Proctor Financial reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Proctor Financial |
|---|---|
| Based in | Wellesley, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $382.3M across 839 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA · CRD 3212789 |
| Exams passed | Series 63 (1999) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.proctorfinancial.com |
| Profile |
How Stephen's firm compares
- Proctor Financial's average account is about $456,000, from its Form ADV (assets managed divided by 839 accounts).
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Questions about Stephen
Is Stephen Doucette a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen holds no broker registration, and Proctor Financial 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, Proctor Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Stephen Doucette based?
Stephen Doucette is based in Wellesley, Massachusetts.
What credentials does Stephen Doucette hold?
Stephen Doucette holds the CFP credential.
Is Stephen Doucette registered with the SEC?
Yes. Stephen Doucette is registered as an investment adviser representative in MA (CRD 3212789), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Proctor Financial manage?
Proctor Financial reports $382.3M across 839 accounts in assets under management.
How do I contact Stephen Doucette?
Through Stephen's website, www.proctorfinancial.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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