Firm
TwinFocus
Boston, Massachusetts
Fee-only
Facts
| Based in | Boston, Massachusetts |
|---|---|
| Website | twinfocus.com |
| [email protected] | |
| Phone | (617) 720-4500 |
TwinFocus fees
TwinFocus 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 · Performance-based fees |
|---|---|
| Assets managed | $4.6 billion |
| Individual clients | 1 |
| Financial planning | Offered |
| Form ADV filed | April 30, 2026 |
| SEC record | CRD 140522 |
Advisors at this firm (19)
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Andreas Migliaccio
CFA
-
Brett Feldman
-
Carlton Bradshaw
-
Catherine Fraga
-
Corrigan Rayfield
CFP
-
Garrett Walsh
CFA
-
Jeffrey Heisler
CFA
-
John Pantekidis
CFA
-
Jonathan Pate
-
Joshua Kazlauskas
CFA
-
Laurence Grosbaum
CFA
-
Matthew Marsallo
-
Michael Gibbons
CFP
-
Ona Vredenburg
CFP
-
Paul Karger
CFA
-
Paul Thompson
-
Wendy Karkoska
CFP
-
Wesley Karger
CFA
-
William Waldrip