Norton Financial Consultants
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
5
0% 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
5
Very LowAverage account size
$0
Client services
Financial planning
Fee options
Fixed fee option for comprehensive financial plan based on estimated hours multiplied by $300/hour; prepayment not to exceed $1,200; fixed fee also available for annual reviews.
Commissions and/or fees earned when implementing recommendations through Commonwealth Financial Network; includes commissions on securities and insurance products.
$300 per hour for financial planning services and consultations.
Fee-only: Financial planning fees billed at $300 per hour; fixed fee option available, not to exceed $1,200 prepayment for up to 6 months in advance.
Main office location
Norton Financial Consultants
165 Main Street, Suite 206 A
Medway MA 02053, United States
Number of offices
2
Most active in
Norton Financial Consultants has reported serving >5 clients in these states in the last 12 months.
Florida · 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:
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.
Is not active or affiliated with:
-
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.
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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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