Wakely Investment Management at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 3 employees and 57 individual clients, 18 of them high net worth.
- Its average account is about $667,000 (assets it manages divided by its 130 accounts).
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Boston, Massachusetts |
|---|---|
| [email protected] | |
| Phone | (617) 850-9091 |
Questions about Wakely Investment Management
How is Wakely Investment Management paid?
Wakely Investment Management's Form ADV says it is paid by: percentage of assets.
How many advisors does Wakely Investment Management have in the Wellspent public graph?
The Wellspent public graph lists 2 advisors at Wakely Investment Management, and 1 hold the CFP.
What is the average account at Wakely Investment Management?
Wakely Investment Management's average account is about $667,000. That's the assets on its Form ADV divided by its 130 accounts.
Wakely Investment Management fees
Wakely Investment 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 |
|---|---|
| Assets managed | $87 million |
| Individual clients | 39 |
| High-net-worth clients | 18 |
| Accounts managed | 130 |
| Employees | 3 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | September 14, 2026 |
| SEC record | CRD 167206 |