William Gaudino
Arborstone Financial · Andover, Massachusetts
William Gaudino is a fee-only financial advisor at Arborstone Financial in Andover, Massachusetts, who holds the CFP credential. Arborstone Financial reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to William →
Facts
| Firm | Arborstone Financial |
|---|---|
| Based in | Andover, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $476M across 1,645 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MA, TX · CRD 2257180 |
| Exams passed | Series 63 (1992) |
| Firm size | 5 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.arborstonefinancial.com |
How William's firm compares
- Arborstone Financial's average account is about $289,000, from its Form ADV (assets managed divided by 1,645 accounts).
Request an introduction to William
Tell William a little about what you're looking for. William 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 William
Is William Gaudino a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Arborstone Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does William charge for financial advice?
William's firm, Arborstone Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is William Gaudino based?
William Gaudino is based in Andover, Massachusetts.
What credentials does William Gaudino hold?
William Gaudino holds the CFP credential.
Is William Gaudino registered with the SEC?
Yes. William Gaudino is registered as an investment adviser representative in MA and TX (CRD 2257180), 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 Arborstone Financial manage?
Arborstone Financial reports $476M across 1,645 accounts in assets under management.
How do I contact William Gaudino?
Through William's website, www.arborstonefinancial.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.