Firm
Bartholomew & Company Wealth Management
Worcester, Massachusetts
Fee-only
Bartholomew & Company Wealth Management at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 1,497 individual clients, 432 of them high net worth.
- Its average account is about $486,000 (assets it manages divided by its 3,945 accounts).
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Worcester, Massachusetts |
|---|---|
| Phone | (508) 753-8807 |
Bartholomew & Company Wealth Management fees
Bartholomew & Company Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $1.9 billion |
| Individual clients | 1,065 |
| High-net-worth clients | 432 |
| Accounts managed | 3,945 |
| Employees | 1 |
| Planning clients | 0 |
| Registered with | The SEC (801-136507) |
| Financial planning | Offered |
| Form ADV filed | October 21, 2026 |
| SEC record | CRD 342680 |