SweetMoney
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
400
13% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
400
Average account size
$0
Client services
Financial planning
Fee options
$200/hour up to $150,000 gross income; $350/hour for $150,000 and over gross income
Fee-only: $200 per hour for clients with gross income up to $150,000/year; $350 per hour for clients with gross income $150,000 and over
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.
Main office location
SweetMoney
Greenfield MA, United States
Number of offices
1
Forms ADV
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