AW
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
823 advisors
Number of Clients
34,999 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$95.9B
Fee Structure
Financial Planning:Included in AUM fee
This firm does not provide a fixed AUM fee schedule. Fees are likely negotiable. Contact the firm directly for specific fee information.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningFinancial Planning & CoachingCharitable Giving
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Advisor Information
Office location
93 Worcester Street, 4th Floor, Wellesley, MA, 02481
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Focus Partners Wealth, LLC
March 2024 - Present · 1 yr 10 mos
Previous Registrations
Gw & Wade Asset Management Company, LLCBroker
September 2022 - December 2023 · 1 yr 3 mos
Gw & Wade, LLC
June 2022 - March 2024 · 1 yr 9 mos
Ages Financial Services, Ltd.Broker
July 2019 - May 2022 · 2 yrs 10 mos
Trust Advisory Group Ltd
June 2019 - May 2022 · 2 yrs 11 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.