# Tracy Welch

> Tracy Welch is a fee-only financial advisor at Clarendon Private in Boston, Massachusetts. Clarendon Private reports charging a percentage of assets on its Form ADV.

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

## Facts

- **Firm:** Clarendon Private
- **Based in:** Boston, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $352.1M across 231 accounts
- **CRD:** 3249087 (https://adviserinfo.sec.gov/individual/summary/3249087)
- **SEC registration:** Investment adviser representative in MA
- **Exams passed:** Series 63 (2000), Series 65 (2022)
- **Firm size:** 8 employees
- **Disclosures:** None reported
- **Website:** https://www.clarendonprivate.com

## Frequently asked questions

### Is Tracy Welch a fee-only financial advisor?

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

### How does Tracy charge for financial advice?

Tracy's firm, Clarendon Private, reports charging a percentage of assets on its SEC Form ADV.

### Where is Tracy Welch based?

Tracy Welch is based in Boston, Massachusetts.

### Is Tracy Welch registered with the SEC?

Yes. Tracy Welch is registered as an investment adviser representative in MA (CRD 3249087), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Clarendon Private manage?

Clarendon Private reports $352.1M across 231 accounts in assets under management.

### How do I contact Tracy Welch?

Through Tracy's website, www.clarendonprivate.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/3249087): 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.