Beantown Financial Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$158,400,000
Total clients
63
68% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
63
Average account size
$2,514,286
About
Beantown Financial Advisors LLC provides personalized financial planning and investment advisory services to individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, and small businesses. The firm offers ongoing wealth management, discretionary investment management, and limited-scope hourly planning engagements under written agreements.
The firm operates on a fee-only basis and does not accept commissions, and client assets are held with independent custodians while clients retain direct access to their accounts. Investment work emphasizes strategic asset allocation and global diversification implemented primarily with no-load and low-load mutual funds and exchange-traded funds, with discretionary trading authority for managed accounts and the option to use separately managed accounts in select situations.
Notably, the firm’s principal holds professional accounting and investment credentials and the brochure highlights integrated tax planning and related services alongside investment advice, reflecting an accountant-oriented adviser model that is uncommon among independent RIAs. The brochure also documents specific operational practices—use of custodians such as TD Ameritrade, limited acceptance of separately managed accounts at another custodian, and a policy of clients voting their own proxies.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Income planning
General tax planning
College savings (529s, UTMA, etc.)
Fee options
Up to $300 per hour for hourly planning engagements
Minimum fee: Minimum annual fees: Wealth Management Relationship $2,500; Investment Advisory Relationship $3,000 Fee-only: Fixed annual fees ranging from $2,500 to $15,000 per year for Wealth Management; hourly rate up to $300/hour for limited scope planning
Main office location
Beantown Financial Advisors LLC
Jefferson MA, United States
Number of offices
1
Most active in
Beantown Financial Advisors LLC 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.
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.
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