Advisor at AdviceOne Advisory Services, LLC
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
AdviceOne Advisory Services, LLC
Location
East Otis, MA
Credentials
CFP®, Series 63, Series 65
Industry experience
35 years
Financial planning fees up to $25,000 depending on complexity and service extent
Up to 2.00% annually, maximum annual fee based on factors including asset level, complexity, and overall relationship; may be higher for complex relationships
Account minimum: $25,000 minimum, although some accounts of lesser size may be accepted at discretion Fee-only: Financial planning fees up to $25,000 based on complexity and extent of service desired; initial fees paid in advance, ongoing fees paid annually or quarterly in arrears after initial period
SSN Advisory, Inc.
2018 - 2019 (1 year)
Adviceone Advisory Services, Llc
2000 - Present (26 years)
Securities Service Network, LLC
1999 - 2019 (20 years)
Adviceone Llc
1999 - Present (27 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, ChFC®, Series 66
North Granby, CT
Infinity Financial Strategies, LLC
CFP®, Series 66
East Hartland, CT
Kane Financial Planning
Series 63, Series 65
Lee, MA
Prosperity Wealth management, Inc.
Series 63, Series 66
Lee, MA
St. Germain Investment Management
CFP®
Lee, MA
St. Germain Investment Management
Series 65
Lee, MA
St. Germain Investment Management
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