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Wellfin360
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$1,564,619
Clients
12
25% 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
12
LowAverage account size
$130,385
About
Wellfin360 is a fee-only registered investment adviser that provides discretionary investment management, comprehensive financial planning (both ongoing and project-based), and educational seminars and speaking engagements. The firm’s clients include individuals, charitable organizations, and small businesses, and portfolios are principally invested in mutual funds, ETFs, and cash equivalents.
The firm implements asset-allocation driven portfolios that emphasize passive exposures while using occasional active techniques and may utilize unaffiliated third‑party model providers or outside managers to implement strategies. Financial planning is offered through tiered ongoing service levels (emerging professionals, growing families, and business owners) or as focused project-based engagements, with clients able to impose reasonable investment restrictions in writing.
Noteworthy for an independent adviser of its size, Wellfin360 formally offers educational seminars and speaking engagements to employers, nonprofits, educational institutions, and the public — a service listed separately in the brochure and uncommon among peers. The firm operates at a boutique scale (roughly a dozen clients and approximately $1.56 million in assets under management) and the principal’s background in institutional operations and ongoing outside consulting and nonprofit financial‑education activities is presented as a source of additional expertise when working with business owners and community organizations.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
Occupation focus
Self-Employed
Founder/Business Owner
Demographic focus
Young Professionals
Mid-Career Professionals
Fee options
Project-based Financial Planning fixed fee $1,500 to $3,000
$0 - $250,000: 1.00% $250,001 - $500,000: 0.90% $500,001 - $1,000,000: 0.80% $1,000,001 - $5,000,000: 0.70% $5,000,001 - $10,000,000: 0.60% $10,000,001 - $20,000,000: 0.50% $20,000,001+: 0.45%
Educational seminars/speaking engagements fees range from $2,500 to $5,000 per seminar, or $75 to $150 per participant, subject to a minimum fee of $1,500 per engagement
Ongoing Financial Planning monthly fees ranging from $120 to $750 depending on service level
Fee-only: Financial Planning services offered as ongoing monthly fees ($120 - $150, $220 – $400, $500-$750 depending on service level) and project-based fixed fees ($1,500 to $3,000 for Comprehensive Financial Plan)
Main office location
Wellfin360
Lynnfield MA, United States
Number of offices
1
Most active in
Wellfin360 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:
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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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