Fee-only adviser · Wellesley, MA
Bdkmarketgroup Investment Management LLC
Bdkmarketgroup Investment Management LLC is a fee-only investment adviser registered with the securities regulator of Massachusetts, with its main office in Wellesley, Massachusetts. On its latest Form ADV, filed February 9, 2026, it reports $17M in regulatory assets under management, 16 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 | 156796 |
| Office | 892 Worcester Street Suite 130 Wellesley, MA 02482 |
| Phone | (781) 724-9701 |
| Website | www.bdkmarketgroup.com |
| Regulatory assets under management | $17M |
| Individual clients | 0 non-high-net-worth, 16 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 9, 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 charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- 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 Wellesley
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- New England Private Wealth Advisors, LLC $5.1B
- Strategic Planning Group, Inc. $219M
- Savior Wealth $140M
- Fairfield Financial Advisors $333M
- Kastel Capital Advisors, LLC $193M
See all 12 fee-only advisers in Wellesley →
Nearby
- Wellesley Hills 1 firm
- Newton Lower Falls 1 firm
- Needham 10 firms
- Natick 4 firms
- Waban 1 firm
- Auburndale 1 firm
- Newton Upper Falls 1 firm
- Weston 2 firms
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