Top financial advisors in Mashpee, MA
We’ve curated a list of the best financial advisors in Mashpee, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$111,148,407
Number of advisors
4 advisors
| $111,148,407 | 4 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 Mashpee, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Mashpee. 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.
Four Ponds Financial Planning
Four Ponds Financial Planning is a financial advisory firm based in Mashpee, Massachusetts. It currently has approximately $111,148,407 of assets under management and employs about 4 people. Four Ponds Financial Planning uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
$111,148,407 under management
4 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 BusinessesSelection Of Other AdvisersEducational Seminars/workshops
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 Mashpee, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Mashpee. 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.