Fiduciary advisors in Wellesley, MA

15 registered advisers

Wellesley is one of Boston's wealthiest suburbs, where academic wealth and financial industry connections sustain a concentrated advisory community. Among them, 15 operate strictly fee-only, meaning they collect no commissions or product-based revenue. Compensation transparency data, AUM figures, and disclosure history for each firm are listed below.

ARCTARIS IMPACT INVESTORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wellesley, MassachusettsCRD #306898
Typical Fee--
AUM$351M
Minimum--
Clients8

ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wellesley, MassachusettsCRD #316736
Typical Fee--
AUM$507M
Minimum--
Clients535

EMPIRICAL ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wellesley, MassachusettsCRD #155436
Typical Fee--
AUM$467M
Minimum--
Clients988

FAIRFIELD FINANCIAL ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wellesley, MassachusettsCRD #106408
Typical Fee--
AUM$298M
Minimum--
Clients160

FULHAM & CO

Fee-Only, No ConflictsClean Record
Wellesley, MassachusettsCRD #158374
Typical Fee--
AUM$202M
Minimum--
Clients9

KASTEL CAPITAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wellesley, MassachusettsCRD #226520
Typical Fee--
AUM$193M
Minimum--
Clients265

NEW ENGLAND PRIVATE WEALTH ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wellesley, MassachusettsCRD #133790
Typical Fee--
AUM$3.0B
Minimum--
Clients2,761

NOBSCOT INVESTMENT MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wellesley, MassachusettsCRD #283289
Typical Fee--
AUM$164M
Minimum--
Clients38

PEAK FINANCIAL MANAGEMENT INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wellesley, MassachusettsCRD #110559
Typical Fee--
AUM$453M
Minimum--
Clients1,535

RANGE ROCK CAPITAL

Fee-Only, No ConflictsClean Record
Wellesley, MassachusettsCRD #334203
Typical Fee--
AUM$110M
Minimum--
Clients1

ROSE GROVE CAPITAL MANAGEMENT, LLC

Fee-Only, No ConflictsClean Record
Wellesley, MassachusettsCRD #156572
Typical Fee--
AUM$1.9B
Minimum--
Clients10

SAVIOR WEALTH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wellesley, MassachusettsCRD #299178
Typical Fee--
AUM$112M
Minimum--
Clients352

STRATEGIC PLANNING GROUP, INC.

Fee-OnlyAlso Compensated via Product Sales
Wellesley, MassachusettsCRD #124855
Typical Fee--
AUM$199M
Minimum--
Clients769

TWIN OAK ETF COMPANY

Fee-OnlyClean RecordAlso Compensated via Product Sales
Wellesley, MassachusettsCRD #330365
Typical Fee--
AUM$572M
Minimum--
Clients2

WASHINGTON TRUST ADVISORS

Fee-Only, No ConflictsClean Record
Wellesley, MassachusettsCRD #110407
Typical Fee--
AUM$2.0B
Minimum--
Clients1,356
Fiduciary Advisors in Wellesley, Massachusetts | FiduciaryListings