Kondracki Advisory, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$70,000,000
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
186
50% 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
186
Very HighAverage account size
$376,344
About
Kondracki Advisory, LLC is an independent, single-advisor registered investment adviser overseeing about $70 million for roughly 186 clients. The firm provides discretionary investment supervisory services and prepares client-specific Investment Policy Statements, implementing portfolios that may include equities, cash, government securities, mutual funds, bonds, ETFs and insurance products.
The adviser relies on fundamental analysis and employs both long- and short-term trading approaches, tailoring portfolios to each client’s goals, tax considerations, time horizon and documented risk tolerance. The firm generally requests written discretionary authority, conducts monthly account reviews, and clients receive regular custodial account reports.
The brochure notes two features that differentiate the firm from many peers: it circulates periodicals or newsletters to clients and it manages accounts for charitable organizations in addition to individual clients. The disclosure also highlights that the principal maintains an insurance license and may offer commissionable insurance products, and custody is provided through Schwab Institutional.
Client services
Financial planning
Portfolio management
Newsletters or periodicals
Expertise
Wealth management
Fee options
Below $500,000 - $500,000: 0.85% Above $500,000 - $1,000,000: 0.75% Above $1,000,000+: Negotiable
Account minimum: $500,000
Main office location
Kondracki Advisory, LLC
190 Lincoln Street
Hingham MA 02043, United States
Number of offices
1
Most active in
Kondracki Advisory, 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 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.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
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
Quick links
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")