BostonNorth Financial Services, Inc.
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
BostonNorth provides financial planning services to a broad set of clients, including individuals and high-net-worth clients as well as retirement plans, corporate pension and profit-sharing plans, Taft-Hartley plans, charitable institutions, foundations, endowments, and trusts. The firm operates as a small, single-principal advisory practice that prepares tailored financial plans but does not take custody of client assets or exercise discretionary trading authority.
When developing recommendations, BostonNorth employs a mix of analytical methods — including asset allocation, dollar-cost averaging, technical and fundamental analysis, and quantitative and qualitative techniques — and delivers a completed plan followed by a review meeting. Ongoing monitoring or account reviews are provided only at a client’s request, and the firm typically uses hourly or fixed-fee arrangements rather than charging percentage-of-assets-under-management fees.
Noteworthy differences from many peers include its reliance on hourly and negotiable fees in lieu of the more common AUM-based billing and its limited ongoing reporting and discretionary activity. The firm’s advisors are also registered representatives and licensed insurance agents who may implement plans through an affiliated broker-dealer; clients who implement recommendations through the firm can expect commission-based products and potential conflicts of interest that the firm discloses and describes steps to mitigate.
Client services
Expertise
Fee options
May negotiate a fixed fee for financial planning services.
Additional commissions and/or fees are earned if clients implement financial plans through the firm via Commonwealth Equity Services, Inc.
Typically $250 per hour for financial planning services; fees are negotiable.
Fee-only: Financial planning services generally at $250 per hour, fees negotiable; may also negotiate a fixed fee.
Main office location
BostonNorth Financial Services, Inc.
Andover MA, United States
Number of offices
1
Most active in
Massachusetts
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
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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