FINANCIAL SOLUTIONS ASSOCIATES

990 Washington St
Suite 317
Dedham, Massachusetts 02026
Tel: 781-251-0505

About FINANCIAL SOLUTIONS ASSOCIATES

FINANCIAL SOLUTIONS ASSOCIATES, formally registered with the SEC as FINANCIAL SOLUTIONS ASSOCIATES. The firm was established in 04/23/2021. They have over 1 offices throughout the country.

FINANCIAL SOLUTIONS ASSOCIATES is a Dedham, Massachusetts based Financial Planning firm with nearly $136,011,284 assets under management, offering retirement planning & investment advisory services to 158 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	111456
SEC#	801-120911
Assets Managed by Firm	$136,011,284
No. of Clients	158
No. of Advisors	1

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	158	$136,011,284
Individuals (other than high net worth individuals)	97	$38,118,108
High net worth individuals	61	$97,893,176

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