Wendy Pyne
Advisor at Protegro, Inc.
Updated today
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.
About
Wendy Pyne is a financial advisor at Protegro, Inc. with seven years of industry experience. She holds the ChFC® designation and Series 66 license. Her prior work includes roles at Financial & Tax Architects and Gradient Advisors, LLC. Outside of her advisory work, she is a managing director at Polka Dot Powerhouse and a member of the Ashland Business Association. Protegro, Inc. is a small, independent registered investment adviser serving individuals, families—including high-net-worth clients—and small businesses. The firm provides discretionary portfolio management through third-party sub-advisors and offers financial and retirement planning while maintaining client relationships and monitoring investment objectives.
Client services
Based on Protegro, Inc.
Financial planning
Portfolio management
Selection of other advisers
Fee options
$0+: 1.00% $500,001 - $999,999: 1.75% $1,000,000+: 1.35%
Owner is a licensed insurance agent who may receive commissions from insurance product sales
Financial planning services charged hourly from $100 to $500 per hour, negotiable
Fee-only: Protegro charges a 1.00% advisory fee based on assets under management; sub-advisors charge additional fees ranging from 0.35% to 0.75%; financial planning fees charged hourly ($100 to $500/hour, negotiable)
Location
Ashland, MA
Most active in
Wendy P has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Work history
Financial & Tax Architects
2019 - 2023 (4 years)
Protegro, Inc.
2018 - Present (8 years)
Gradient Advisors, LLC
2018 - 2018 (1 year)
SII Investments, Inc./Peabody Financial
2017 - 2017 (1 year)
Wendy Pyne
2003 - Present (23 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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