Fee-only adviser · Dedham, MA
Charlesbridge Advisors
Charlesbridge Advisors is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Dedham, Massachusetts. On its latest Form ADV, filed September 9, 2026, it reports $108M in regulatory assets under management and 4 employees who give 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 | 341159 · SEC file 801-136229 |
| Office | 888 Washington Street Dedham, MA 02026 |
| Phone | (781) 682-3299 |
| Website | Not listed |
| Regulatory assets under management | $108M ($8.1M discretionary) |
| Individual clients | Fewer than 5 |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 4 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | September 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 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.
- 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 Dedham
- Beck Bode LLC $666M
- Fox Hill Wealth Management $290M
- Financial Solutions Associates $172M
- Financial Solutions Associates $153M
- Gregory M Doherty, CPA $67M
See all 6 fee-only advisers in Dedham →
Nearby
- Westwood 2 firms
- Roslindale 1 firm
- Norwood 1 firm
- Needham 10 firms
- Newton Centre 1 firm
- Newton Upper Falls 1 firm
- Canton 1 firm
- Waban 1 firm
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