Smarter Bear Financial Advisors

Smarter Bear Financial Advisors at a glance

• One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
• 2 advisors are listed here; all hold the CFP.
• Its Form ADV reports 2 employees and 41 individual clients.
• Its average account is about $1.2 million (assets it manages divided by its 41 accounts).

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

Facts

Smarter Bear Financial Advisors fees

Smarter Bear 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

Advisors at this firm (2)

• Duncan Perry

  CFP

• Lawrence Derany

  CFP