Top financial advisors in Salem, MA
We’ve curated a list of the best financial advisors in Salem, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$166,301,535
Number of advisors
9 advisors
| $166,301,535 | 9 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 Salem, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Salem. 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.
Finer Wealth Management, Inc.
Finer Wealth Management, Inc. is a registered investment adviser established in 1996, offering financial planning, consulting, and investment management services. The firm manages assets totaling $249,678,933 on a discretionary basis as of December 31, 2024. Clients can engage the firm for financial planning, investment management, or comprehensive wealth management services. The firm primarily allocates client assets among various securities, including stocks, bonds, mutual funds, ETFs, and options contracts. Clients have discretion over their accounts and can impose restrictions if deemed necessary. For financial planning and consulting services, fees range from $500 to $10,000, with the option to offset fees for investment advisory services. Investment management fees are based on a tiered structure, starting at 1.50% for accounts under $500,000. The firm may negotiate lower fees based on specific criteria. Clients are advised on potential risks, including market volatility, interest rate fluctuations, and investment-specific risks. Finer Wealth Management recommends the use of Charles Schwab & Co., Inc. for custody, brokerage, and clearing services. The firm receives support services from Schwab to monitor and manage client accounts effectively. The firm does not engage in performance-based fees, accepts clients with a minimum portfolio value of $500,000, and does not vote on client securities. Additionally, the firm discloses affiliations with lead generation service networks for client referrals and an affiliated Certified Public Accounting firm.
$166,301,535 under management
9 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)Advisory Consulting Services
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 Salem, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Salem. 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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