Advisor at Asset Strategy Advisors, LLC
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Firm
Asset Strategy Advisors, LLC
Location
Wayland, MA 01778-4470
Credentials
Series 63
Industry experience
36 years
Kent Fitzpatrick is a financial advisor with Asset Strategy Advisors, LLC in Wayland, MA, holding a Series 63 designation and 36 years of industry experience. He has worked at Concorde Investment Services, LLC since 2018 and previously with Asset Strategy Consultants and Triad Advisors, Inc. Fitzpatrick is also involved in marketing and publishing through his ownership of Asset Strategy Innovation Group, LLC, which operates MoneyLetter. Asset Strategy Advisors, LLC serves individual clients, including high net worth households, and sponsor-level retirement plans, providing wealth management, financial planning, and retirement plan consulting. The firm manages approximately $918 million in client assets through discretionary and non-discretionary services, utilizing individualized investment strategies and technology partnerships to support a range of client needs.
Based on Asset Strategy Advisors, LLC
Based on Asset Strategy Advisors, LLC
Fixed fees negotiated on a client-by-client basis, commonly for financial planning, with deposits typically 50% upfront
$0 - $2 million: 1.00% - 1.50% annually $2 million - $5 million: 0.75% - 1.25% annually $5 million - $10 million: 0.50% - 1.00% annually $10 million+: Negotiable
Some affiliated representatives may receive commissions on insurance and real estate products, which are separate from ASA advisory fees
Hourly fees range from $250 to $500 per hour for specific one-time services
Minimum fee: Minimum fee of $1,250 per quarter for retirement plan consulting services (subject to negotiation) Fee-only: Fees for advisory services are negotiable and generally based on assets under management, hourly fees, or fixed fees for specific services
14 West Plain St., Suite 201
Wayland, MA 01778-4470
Massachusetts
Concorde Investment Services, LLC
2018 - Present (8 years)
Asset Strategy Consultants
2008 - 2021 (13 years)
Triad Advisors, Inc
2008 - 2018 (10 years)
Asset Strategy Advisors, LLC
2006 - Present (20 years)
Asset Strategy Financial Group, Llc
1988 - Present (38 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:
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.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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Levin Financial Planning
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PFS™, Series 65
Millis, MA
MOK Financial Planning & Tax, Inc.
CFP®, Series 63, Series 66
Medfield, MA
Wolfstich Capital, LLC
CFP®, Series 65
Wellesley, MA
Curtin Financial Management, Inc.
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