Advisor at Concord Wealth Partners
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Concord Wealth Partners
Location
Worcester, MA 01610
Credentials
Series 63, Series 65
Industry experience
21 years
Adam Waitkevich is a financial advisor at Concord Wealth Partners with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Triad Advisors, Inc. and Coppertree, LLC. He is also the principal owner of Divorce Financial Solutions, LLC, which provides financial forecasting reports for divorcing couples. Additionally, he serves as a board member and volunteer for Kevin Youkilis Hits for Kids. Concord Wealth Partners offers financial planning, discretionary portfolio management, and retirement plan consulting to individuals, high-net-worth clients, corporations, trusts, estates, and plan sponsors. The firm employs an individualized, generally discretionary investment approach emphasizing asset allocation and diversification, with a range of investment vehicles and affiliated sub-advisory relationships.
Based on Concord Wealth Partners
Based on Concord Wealth Partners
Financial planning fees generally range from $500 to $10,000.
Under $250,000 - $250,000: 1.25% $250,000 - $3,500,000: 1.00% $3,500,000 - $7,000,000: 0.80% $7,000,000+: 0.60%
Registered representatives receive commission-based compensation separately from advisory fees.
Hourly fees range from $150 to $300 per hour.
1 Kelley Square, Suite 302
Worcester, MA 01610
Massachusetts
Concord Wealth Partners
2021 - Present (5 years)
Coppertree, LLC
2011 - Present (15 years)
Triad Advisors, Inc.
2010 - 2016 (6 years)
Divorce Financial Solutions, LLC
2010 - Present (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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