Fiduciary advisors in Winchester, MA

3 registered advisers

Winchester's working population and retirees create a client base for 3 SEC-registered fiduciary advisors in the area. 3 of those practices are fee-only.

BOSTON STANDARD WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Winchester, MassachusettsCRD #156452
Typical Fee1.15%
AUM$648M
Minimum--
Clients1,620

CANOPY CAPITAL GROUP

Fee-OnlyClean RecordAlso Compensated via Product Sales
Winchester, MassachusettsCRD #326730
Typical Fee--
AUM$483M
Minimum--
Clients99

SHEPHERD FINANCIAL PARTNERS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Winchester, MassachusettsCRD #169093
Typical Fee--
AUM$1.1B
Minimum--
Clients1,779
Fiduciary Advisors in Winchester, Massachusetts | FiduciaryListings