Financial Well-Being Advisors

Financial Well-Being 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 11 individual clients.
• Its website says it's taking new clients.

Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts

Facts

Financial Well-Being Advisors fees

Financial Well-Being Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: hourly, one-time plans or projects. 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

Advisors at this firm (1)

• Meredith Murphy

  CFA