FINANCIAL SOLUTIONS ASSOCIATES
Firm details
- Headquarters
- DEDHAM, Massachusetts
- CRD number
- 130397
- Registered since
- July 26, 2021
- Website
- www.financialsolutions.net
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI76.48%
- Individuals23.52%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Financial Solutions Associates is an independent registered investment adviser organized as an LLC and owned by an individual. The firm registered with the SEC in 2021 and focuses on serving individuals and families. Its advisory work centers on financial planning and portfolio management for individuals and small businesses. Billing is flexible: the firm charges a percentage of assets under management and can also use hourly or fixed fees for advisory engagements. Financial Solutions Associates reports that it is not an active ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant. Its operating posture is that of a small, client-facing RIA rather than a multi-product platform or affiliated advisory network.
Assets & Accounts
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds62%
- Other36%
- Exchange Traded Equities1%
- Cash & Cash Equivalents1%
Contacts
2 of 2BARNET GOVERMAN
AMP Financial AdvisorCRD 1939080
Brett Goverman
Financial AdvisorCRD 6606767
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
DEDHAM, MA
NORFOLK
Location
DEDHAM, MA
Headquartered in DEDHAM, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- NORFOLK
- Address
- 990 Washington St
- Time zone
- ET (UTC-5)
- Office locations
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