Top financial advisors in Duxbury, MA
We’ve curated a list of the best financial advisors in Duxbury, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$130,398,661
Number of advisors
2 advisors
| $130,398,661 | 2 advisors | |
| 2 |
Assets under management
$104,318,873
Number of advisors
4 advisors
| $104,318,873 | 4 advisors | |
| 3 |
Assets under management
$73,168,646
Number of advisors
1 advisors
| $73,168,646 | 1 advisors | |
| 4 |
Assets under management
$32,681,000
Number of advisors
2 advisors
| $32,681,000 | 2 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Duxbury, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Duxbury. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Fma Wealth Management, LLC
FMA Wealth Management, LLC is a registered investment advisor founded in January 2021 by James M. Morris, CFP®, AIF®. The firm offers wealth management services to individuals, high net worth individuals, trusts, estates, charitable organizations, and businesses, acting as a fiduciary to clients. Their investment strategy is based on Modern Portfolio Theory, fundamental, technical, and cyclical analysis. FMA primarily manages client accounts using long-term strategic portfolios, rebalancing based on market conditions, drift ranges, and operational issues. They offer financial planning services, including retirement planning, investment planning, and education savings. The firm charges wealth management fees based on a tiered schedule, with fees paid quarterly in advance. FMA does not participate in wrap fee programs and manages $157,397,852 in client assets as of December 31, 2024. The firm does not charge performance-based fees and does not have proprietary investment funds. Clients have investment discretion, and FMA does not accept proxy-voting responsibility. The firm's Chief Compliance Officer, James M. Morris, has a Bachelor of Science in Accounting and is a CFP® and AIF® designee. FMA has a privacy policy in place to protect clients' personal information and shares information with third parties for servicing clients' accounts. Clients have the right to limit the sharing of their personal information.
$130,398,661 under management
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesHigh Pines Wealth Management LLC
High Pines Wealth Management, LLC is a registered investment advisor established in March 2017 and primarily owned by James M. Gibbons. The firm offers wealth management services to individuals, high-net-worth individuals, trusts, estates, businesses, foundations, and endowments, acting as a fiduciary to clients. Services include investment management, financial planning, retirement account advice, and more. The firm's investment strategies include fundamental analysis, active investment management, passive index investment management, tax-sensitive portfolio management, and specialized sub-asset class management. High Pines charges wealth management and investment advisory fees ranging from 0.50% to 1.25% annually based on assets under management. The firm does not charge performance-based fees and does not participate in wrap fee programs. As of December 31, 2024, High Pines manages $159,173,212 in client assets. Clients are not obligated to roll over retirement accounts to the firm. The firm does not have any disciplinary information, and its advisors, James M. Gibbons and Raymond K. Morris, have clean records. The firm's privacy policy ensures the protection and confidentiality of clients' personal information and outlines how information is collected, shared, and protected. Clients have the right to limit information sharing.
$104,318,873 under management
4 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Nuland & Arshad Inc
Nuland & Arshad Inc is a financial advisory firm based in Duxbury, Massachusetts. It currently has approximately $73,168,646 of assets under management and employs about 1 people. Nuland & Arshad Inc uses a fee structure of a percentage of assets under your management and fixed fees.
$73,168,646 under management
1 advisor
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small BusinessesFlorek Financial, LLC
Florek Financial, LLC is a registered investment advisor based in Duxbury, Massachusetts, established in December 2009. The firm offers customized wealth management services, including discretionary and non-discretionary investment management, financial planning, and tax planning. As of December 31, 2024, the firm manages $431,998,000 in client assets, with a minimum annual fee of $12,000 or $3,000 per quarter. The investment strategy is primarily long-term focused, utilizing index and actively managed mutual funds, ETFs, and separate account managers. Clients have the option to place restrictions on their investments. The firm's advisors engage in personal discussions to tailor services based on client goals, risk tolerance, and financial status. Florek Financial does not charge performance-based fees and does not engage in frequent trading of securities. The firm's advisors act as fiduciaries, putting clients' best interests first. Clients have the option to grant discretionary or non-discretionary authority over their accounts. The firm's Chief Compliance Officer, Robert C. Florek, is a Certified Financial Planner and Certified Public Accountant. For further details, clients can refer to the firm's Privacy Policy, which outlines how personal information is collected, shared, and protected.
$32,681,000 under management
2 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesSelection Of Other Advisers
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Duxbury, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Duxbury. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Your first meeting is free.