Firm
Beantown Financial Advisors
Jefferson, Massachusetts
Fee-only
Beantown Financial Advisors at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 1 advisor is listed here, who holds the CFA.
- Its Form ADV reports 1 employee and 63 individual clients, 43 of them high net worth.
- Its average account is about $629,000 (assets it manages divided by its 252 accounts).
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Jefferson, Massachusetts |
|---|---|
| Website | beantownfinancial.com |
| [email protected] | |
| Phone | (508) 529-0102 |
Beantown Financial Advisors fees
Beantown Financial Advisors 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 | $158 million |
| Individual clients | 20 |
| High-net-worth clients | 43 |
| Accounts managed | 252 |
| Employees | 1 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-132054) |
| Financial planning | Offered |
| Form ADV filed | January 23, 2026 |
| SEC record | CRD 134637 |