G
Geld Financial Advisors, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
31
100% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
31
Average account size
$0
About
Geld Financial Advisors, Inc. serves primarily high‑net‑worth individuals by acting as a referral-only investment adviser that connects clients to an independent registered investment adviser and custodian for portfolio management and custody. The firm does not manage client assets, does not accept custody, and does not bill clients directly for advisory services.
Geld’s role is limited to assessing client needs, discussing investment restrictions, and facilitating introductions to the independent adviser; clients receive investment management, ongoing reporting, and billing directly from the independent adviser and custodian. The firm does not participate in wrap fee programs, does not provide ongoing account reviews or written investment reports itself, and does not recommend or sell investment products.
Geld is affiliated with a local certified public accounting firm (Saba, Colman & Hunt, P.C.) and a consulting firm, and the majority of referrals originate from that accounting relationship, which is an uncommon arrangement for independent advisers. It is also atypical that the firm is compensated through referral arrangements with the independent adviser rather than charging percentage‑of‑AUM fees directly and that its client base is focused on HNW referrals rather than non‑HNW individual clients.
Client services
Selection of other advisers
Expertise
Wealth management
Fee options
Account minimum: No minimum specified by Geld Financial Advisors, Inc.; however, the referred adviser, Davis Executive Wealth Management Group, has recently placed a minimum client size at their discretion (exact amount not stated).
Main office location
Geld Financial Advisors, Inc.
500 Clark Road
Tewksbury MA 01876, United States
Number of offices
1
Most active in
Geld Financial Advisors, Inc. has reported serving >5 clients in these states in the last 12 months.
Massachusetts · New Hampshire
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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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.
Forms ADV
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