Firm
Belmont Financial
Charlestown, Massachusetts
Fee-only
Belmont Financial at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 64 individual clients, 22 of them high net worth.
- Its average account is about $1.4 million (assets it manages divided by its 64 accounts).
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Charlestown, Massachusetts |
|---|---|
| Phone | (617) 337-5781 |
Belmont Financial fees
Belmont Financial 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 |
|---|---|
| Assets managed | $93 million |
| Individual clients | 42 |
| High-net-worth clients | 22 |
| Accounts managed | 64 |
| Employees | 1 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-60162) |
| Financial planning | Offered |
| Form ADV filed | March 12, 2026 |
| SEC record | CRD 108234 |