TWELVE POINTS WEALTH MANAGEMENT
Concord, MA
AUM
$2.24B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
978-318-9500
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
11 advisers found
BAY COLONY ADVISORS
Concord, MA
AUM
$1.43B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
30 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
978-369-7200
MONUMENT GROUP WEALTH ADVISORS, LLC
Concord, MA
AUM
$678.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
978-369-7705
CAPE ANN CAPITAL, INC.
Concord, MA
AUM
$193.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM; Fixed fees
978-254-5841
COVALENT PARTNERS LLC
Concord, MA
AUM
$117.3M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
617-658-5500
HERITAGE FINANCIAL NETWORK, INC.
Concord, MA
AUM
$85.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
978-371-2954
USA MUTUALS ADVISORS, INC.
Concord, MA
AUM
$73.7M
Team
2 advisors
Clients
—
Fees
Percentage of AUM
(312) 714-5596
MEETING HOUSE CAPITAL, LLC
Concord, MA
AUM
$30.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
978-245-6811
CONCORDIA WEALTH MANAGEMENT, LLC
Concord, MA
AUM
$197.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM; Fixed fees
(978) 371-7044
Full profileNo website
SPENCER BROOK ASSET MANAGEMENT, LLC
Concord, MA
AUM
$86.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
617-828-7795
Full profileNo website