Quabbin Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$109,766,451
Total clients
47
77% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
47
Average account size
$2,335,456
About
The firm provides fee‑only financial planning and investment advisory services to individuals, families, non‑profit organizations, and businesses. It reports approximately $109.8 million in assets under management, managed on a non‑discretionary basis, and offers services such as investment strategy and recommendations, retirement and estate planning, cash flow and insurance reviews.
Operating under a fiduciary standard, the firm delivers written financial plans and quarterly portfolio reviews that emphasize asset allocation and fundamental, long‑term buy‑and‑hold investment strategies, with recommendations that often favor no‑load and low‑fee mutual funds and ETFs. Client relationships are primarily non‑discretionary: clients generally implement recommendations themselves or provide written approval before the advisor places trades, and accounts are reviewed regularly.
Noteworthy for a solo independent adviser, the firm combines a sizable, primarily non‑discretionary AUM base—an arrangement that is uncommon among peers—with advanced professional designations held by the adviser and a state life insurance advisor license used only to provide advice (not to receive commissions). The firm participates in an institutional custody platform that supplies trading, custody, technology, and research support while maintaining a fee‑only, non‑commission business model.
Client services
Financial planning
Portfolio management
Expertise
General retirement planning
Retirement withdrawal strategies
College savings (529s, UTMA, etc.)
Debt management
General estate planning guidance
Fee options
Project-based flat fees for financial planning, commonly $750 to $3,000 depending on scope and complexity
$0+: 0.15% annually if assets held at Schwab $0+: 0.25% annually if assets held elsewhere
$175 per hour, billed in 10-minute increments for financial planning services
Minimum fee: $750 minimum fee if assets held at Schwab; $1,250 minimum fee if assets held elsewhere Fee-only: Financial planning fees charged at $175 per hour, billed in 10-minute increments; project-based flat fees ranging from approximately $750 to $3,000
Main office location
Quabbin Advisors
447 West St
Amherst MA 01002, United States
Number of offices
1
Most active in
Quabbin Advisors has reported serving >5 clients in these states in the last 12 months.
Massachusetts · New Hampshire · Pennsylvania · Texas
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
Quick links
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