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FINANCIAL SOLUTIONS ASSOCIATES
990 Washington Street
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 07/26/2021. They have over 1 offices throughout the country.
FINANCIAL SOLUTIONS ASSOCIATES is a Dedham, Massachusetts based Financial Planning firm with nearly $132,489,000 assets under management, offering retirement planning & investment advisory services to 542 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 130397 |
| SEC# | 801-121840 |
| Assets Managed by Firm | $132,489,000 |
| No. of Clients | 542 |
| No. of Advisors | 2 |
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 | 542 | $132,489,000 |
| Individuals (other than high net worth individuals) | 180 | $41,082,000 |
| High net worth individuals | 71 | $91,040,000 |
| Pension and profit sharing plans | Fewer than 5 clients | $367,000 |
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