Firm
FMA Wealth Management
Duxbury, Massachusetts
Fee-only
FMA Wealth Management 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 2 employees and 144 individual clients, 52 of them high net worth.
- Its average account is about $400,000 (assets it manages divided by its 435 accounts).
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Duxbury, Massachusetts |
|---|---|
| Phone | (781) 934-7880 |
FMA Wealth Management fees
FMA 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 | $174 million |
| Individual clients | 92 |
| High-net-worth clients | 52 |
| Accounts managed | 435 |
| Employees | 2 |
| Planning clients | 0 |
| Registered with | The SEC (801-120645) |
| Financial planning | Offered |
| Form ADV filed | February 27, 2026 |
| SEC record | CRD 313049 |