Woodside Wealth Management LLC
Framingham, Massachusetts
Woodside Wealth Management LLC 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 4 employees and 110 individual clients, 88 of them high net worth.
- Its average account is about $665,000 (assets it manages divided by its 401 accounts).
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Framingham, Massachusetts |
|---|---|
| Website | woodsidewealth.com |
| [email protected] | |
| Phone | (508) 655-0210 |
Questions about Woodside Wealth Management LLC
How is Woodside Wealth Management LLC paid?
Woodside Wealth Management LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Woodside Wealth Management LLC have in the Wellspent public graph?
The Wellspent public graph lists 2 advisors at Woodside Wealth Management LLC, and 2 hold the CFP.
What is the average account at Woodside Wealth Management LLC?
Woodside Wealth Management LLC's average account is about $665,000. That's the assets on its Form ADV divided by its 401 accounts.
What does Woodside Wealth Management LLC specialize in?
Woodside Wealth Management LLC's advisors and website list retirement planning.
Woodside Wealth Management LLC fees
Woodside Wealth Management LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets, flat fee, one-time plans or projects, ongoing planning fee. 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 | $267 million |
| Individual clients | 22 |
| High-net-worth clients | 88 |
| Accounts managed | 401 |
| Employees | 4 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-107353) |
| Financial planning | Offered |
| Form ADV filed | September 1, 2026 |
| SEC record | CRD 175118 |