Tracy Welch
Clarendon Private · Boston, Massachusetts
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.
Request an introduction to Tracy →
Facts
| Firm | Clarendon Private |
|---|---|
| Based in | Boston, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $352.1M across 231 accounts |
| SEC registration | Investment adviser representative in MA · CRD 3249087 |
| Exams passed | Series 63 (2000) · Series 65 (2022) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.clarendonprivate.com |
| Profile |
How Tracy's firm compares
- Clarendon Private's average account is about $1.5 million, from its Form ADV (assets managed divided by 231 accounts).
Request an introduction to Tracy
Tell Tracy a little about what you're looking for. Tracy isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Tracy
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.
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.
See something wrong? Request a correction. Read our methodology.