Vincent Wealth Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$152,876,009
Clients
83
42% high-net worth
Advisors
1
of 2 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
83
HighAverage account size
$1,841,880
About
The firm advises individuals and high‑net‑worth individuals and provides discretionary wealth management, investment management and comprehensive financial planning, including retirement planning and referrals to other professionals. Portfolios are typically constructed from low‑cost, diversified mutual funds and ETFs and may also include individual stocks and bonds retained for tax or legacy reasons.
The advisor applies fundamental analysis and generally follows a long‑term investment approach while tailoring asset allocation and portfolio construction to each client’s goals, time horizon and risk tolerance, with regular monitoring and periodic rebalancing. The brochure also discloses that the firm may use short‑term margin borrowings in client accounts and employ cash positions as hedges or for liquidity, and it describes the risks associated with margin use.
Distinctive features include a single‑advisor firm structure overseeing roughly $153 million in client assets with a mix of discretionary and a smaller amount of non‑discretionary accounts, and an institutional custody relationship that supplies operational tools and reporting. The firm also discloses that certain advisory personnel are licensed insurance professionals who may receive commission compensation for insurance sales, and it does not accept proxy‑voting responsibility or participate in wrap fee programs.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Fee options
Fixed fees may be offered in certain circumstances within the disclosed range
Certain advisory persons licensed as insurance professionals may earn commissions from insurance product sales, separate from advisory fees
Account minimum: $2,500 minimum annual fee Minimum fee: Minimum annual fee of $2,500 Fee-only: Fees up to 1.25% annually, based on assets under management, scope, complexity, and overall relationship; fees are negotiable
Main office location
Vincent Wealth Advisors LLC
101 Longwater Circle, Suite 101
Norwell MA 02061, United States
Number of offices
1
Most active in
Vincent Wealth Advisors LLC has reported serving >5 clients in these states in the last 12 months.
Massachusetts · New Hampshire · New York
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.
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