Tony Proctor
Proctor Financial · Wellesley, Massachusetts
Tony Proctor 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 2352599 |
| Exams passed | Series 63 (1993) |
| Firm size | 5 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.proctorfinancial.com |
| Profile |
How Tony'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 Tony
Is Tony Proctor a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Tony 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 Tony charge for financial advice?
Tony's firm, Proctor Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Tony Proctor based?
Tony Proctor is based in Wellesley, Massachusetts.
What credentials does Tony Proctor hold?
Tony Proctor holds the CFP credential.
Is Tony Proctor registered with the SEC?
Yes. Tony Proctor is registered as an investment adviser representative in MA (CRD 2352599), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Proctor Financial manage?
Proctor Financial reports $382.3M across 839 accounts in assets under management.
How do I contact Tony Proctor?
Through Tony'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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