B
Bindman Financial Services, 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
0
Total advisors
1
of 1 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Bindman Financial Services, Inc. provides referral-based advisory services to individuals, retirement plans, trusts and estates by connecting clients with independent registered investment advisors. The firm is state-registered and does not directly manage client assets, accept custody, or provide discretionary portfolio management.
BFS assesses client needs, makes recommendations for one or more registered investment advisors, and delivers a written solicitor disclosure along with the recommended advisor’s Form ADV before a client engages those services. The firm is compensated through ongoing referral fees paid by the recommended advisors rather than by directly charging clients a percentage of assets under management.
The firm’s structure is distinctive for its size and role: it operates as a sole-owner solicitor rather than an asset manager and discloses affiliations with separate accounting and legal practices operated by the principal. Those concurrent CPA and attorney activities, and the referral‑only business model, are uncommon features for firms in this category and are disclosed in the brochure.
Client services
Solicitor fees from other investment advisors
Solicitor fees from other investment advisors
Main office location
Bindman Financial Services, Inc.
18 Railroad Street
Andover MA 01810-3570, United States
Number of offices
1
Most active in
Bindman Financial Services, Inc. has reported serving >5 clients in these states in the last 12 months.
Massachusetts
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.
Lawyer
They provide legal services, typically billed separately.
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.
-
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.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")