Top financial advisors in Natick, MA
We’ve curated a list of the best financial advisors in Natick, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$180,314,870
Number of advisors
12 advisors
| $180,314,870 | 12 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 Natick, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Natick. 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.
Asset Strategy Advisors, LLC
Asset Strategy Advisors, LLC is an investment advisory firm based in Massachusetts, established in 2007. The firm specializes in providing wealth management services to individuals and retirement plan consulting to corporate and non-profit institutions. Asset Strategy offers various advisory services, including Discretionary Investment Management, Non-Discretionary Investment Advisory, Retirement Plan Fiduciary Services, and Individual Wealth Management Services. The firm also partners with Pontera, a technology platform for managing client assets in retirement plans. Asset Strategy Advisors acts as a fiduciary, acknowledging a duty to act in clients' best interests. The firm's fee structure includes annual fees based on a percentage of assets under management, hourly fees, and fixed fees for services like financial planning. Clients have the option to engage in automated advisory services through MyWealth HQ and access competitive APY rates with elevated FDIC coverage through Flourish Cash. Asset Strategy Advisors does not charge performance-based fees and provides investment discretion for clients, allowing them to set restrictions on their accounts. The firm emphasizes client privacy and maintains strict confidentiality standards for personal information. For further inquiries regarding their privacy policy, clients can contact Asset Strategy Advisors at (781) 235-4426.
$180,314,870 under management
12 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 BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Pension Consulting ServicesSelection 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 Natick, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Natick. 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.
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