Fee-only adviser · Worcester, MA
Bartholomew & Company Wealth Management, LLC
Bartholomew & Company Wealth Management, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Worcester, Massachusetts. On its latest Form ADV, filed October 21, 2026, it reports $1.9B in regulatory assets under management, 1,497 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 | SEC-registered |
|---|---|
| Firm CRD number | 342680 · SEC file 801-136507 |
| Office | 370 Main Street Suite 1000 Worcester, MA 01608 |
| Phone | (508) 753-8807 |
| Website | Not listed |
| Regulatory assets under management | $1.9B |
| Individual clients | 1,065 non-high-net-worth, 432 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | October 21, 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 offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- 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 Worcester
- New Harbor Financial Group, LLC $846M
- Carl P. Sherr & Co., LLC $505M
- Worcester Advisors $120M
- Cutler Capital Management $431M
See all 5 fee-only advisers in Worcester →
Nearby
- Shrewsbury 1 firm
- Auburn 1 firm
- Holden 2 firms
- Westborough 4 firms
- Southborough 3 firms
- Marlborough 4 firms
- Hudson 1 firm
- Bolton 1 firm
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