Fee-only adviser · Newton, MA
Balanstone, LLC
Balanstone, LLC is a fee-only investment adviser registered with the securities regulator of Massachusetts, with its main office in Newton, Massachusetts. On its latest Form ADV, filed March 10, 2026, it reports $11M in regulatory assets under management, 9 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Massachusetts |
|---|---|
| Firm CRD number | 242796 |
| Office | 275 Grove Street Suite 2-400 Newton, MA 02466 |
| Phone | (617) 958-1490 |
| Website | www.balanstone.com |
| Regulatory assets under management | $11M |
| Individual clients | 3 non-high-net-worth, 6 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets, Other |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 10, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Newton
- Triple Summit Advisors, LLC $108M
- Renaissance Wealth Advisors, LLC $110M
- Ridley Cove Financial Advisors LLC $41M
- Paragon Financial Advisors $113M
- Insight Financial Strategists $28M
- Proficio Capital Partners LLC $8.2B
See all 11 fee-only advisers in Newton →
Nearby
- West Newton 1 firm
- Waban 1 firm
- Auburndale 1 firm
- Newton Centre 1 firm
- Newton Upper Falls 1 firm
- Newton Lower Falls 1 firm
- Needham 10 firms
- Belmont 2 firms
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