A
Andersonlane
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$50,918,901
Clients
43
37% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
43
HighAverage account size
$1,184,160
About
AndersonLane Associates is an independent, state-registered investment adviser led by a single advisor that provides comprehensive financial planning and portfolio management to individuals and high net worth clients. Services described in the brochure include investment selection and asset allocation, retirement and education planning, tax and estate strategies, risk management, divorce planning, and ongoing supervision of client accounts, while the firm does not execute trades for client accounts itself.
The firm combines fundamental and quantitative analysis and generally follows Modern Portfolio Theory, building broadly diversified portfolios with a passive core of low‑cost, tax‑efficient ETFs and mutual funds and using active managers selectively for less efficient markets. Portfolios are typically managed on a discretionary basis, with scheduled and event‑driven reviews and written action plans provided to clients.
Distinctive features include a stated emphasis on selecting managers that employ mathematical and statistical methods and an explicit focus on tax considerations such as qualified dividend income when constructing portfolios. The firm also notes it may serve as trustee for certain client accounts (subject to annual surprise examinations), does not vote proxies on clients’ behalf, and relies on an independent custodian for trade execution and custody.
Client services
Financial planning
Portfolio management
Expertise
Cash flow / budgeting
Divorce financial planning
Retirement withdrawal strategies
College savings (529s, UTMA, etc.)
Wealth management
Fee options
Financial planning fixed fees range from $4,000 to $12,000, with a $1,000 deposit due upon engagement and the balance due upon plan delivery.
$0 - $2,999,999: 0.85% annually $3,000,000 - $5,999,999: 0.75% annually $6,000,000 - $8,999,999: 0.65% annually $9,000,000+: 0.55% annually
Main office location
Andersonlane
1329 Highland Avenue, Suite 2
Needham MA 02492, United States
Number of offices
1
Most active in
Andersonlane 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 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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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.
Forms ADV
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