Advisor at Financial Transparency
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
Financial Transparency
Location
Pittsfield, MA 01201
Credentials
Series 66
Industry experience
24 years
Individual Financial Consultations fixed fee range generally $1,500 to $10,000 per plan
None - $24,999: Not offered (no minimum for Let’s Get Started program, but other programs have minimums) $0+: Let’s Get Started program: Up to 1.00% $25,000+: Managed Investment Portfolios: Up to 1.75% $150,000+: Customized Managed Accounts: Up to 2.15% $100,000+: Pension Consulting Services: Up to 1.50% (with $1,500 minimum fee)
Insurance commissions may be received by some IARs for sale of insurance products, but not primary source of compensation
Individual Financial Consultations typically $300 per hour
Account minimum: None for Let’s Get Started program; $25,000 for Managed Investment Portfolios; $150,000 for Customized Managed Accounts; $100,000 for Pension Consulting Services (with $1,500 minimum fee) Minimum fee: Pension Consulting Services have a total annual minimum fee of $1,500 Fee-only: Advisory fees charged as percentage of assets or fixed fees for financial consultations; no commissions on advisory fees
Envision Financial Transparency, LLC
2018 - Present (8 years)
Cssc Brokerage Services, Inc.
2007 - 2018 (11 years)
CSSC Insurance Services, Inc.
2001 - 2018 (17 years)
Trustee Empowerment & Protection, Inc.
2001 - 2018 (17 years)
Giardina & Bressett
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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.
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.
Series 66
Pittsfield, MA
Edward Jones
Series 63, Series 66
East Nassau, NY
Fidelity
Jacob Guevara is the Branch Leader at Fidelity Investments' Albany Investor Center, a role he has held since 2024. He co-leads the center with a dedication to Fidelity's mission and values, focusing on financial planning and making an impact during important financial moments for clients. Jacob is committed to ensuring that every client interaction is meaningful and meets high standards of service. Jacob has been with Fidelity Investments since 2014, progressing through various positions including Financial Representative, Senior Service Support Specialist, Managed Account Support Specialist, and several leadership roles within Advisory Services and Relationship Management. His experience spans client advising and team leadership, reflecting a depth of knowledge in financial services and client relationship management. Outside of his professional responsibilities, Jacob enjoys cooking and baking, fitness, and gardening.
Series 66
Adams, MA
Edward Jones
Series 66
Lenox, MA
Edward Jones
Series 65
Pittsfield, MA
Stephen P Galib CRPC
CFP®, Series 65
Pittsfield, MA
Just Wealth LLC
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