Fee-only adviser · Acton, MA
Colman Knight Advisory Group, LLC
Colman Knight Advisory Group, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Acton, Massachusetts. On its latest Form ADV, filed June 12, 2026, it reports $188M in regulatory assets under management, 122 individual clients 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 | 119696 · SEC file 801-61940 |
| Office | 530 Great Road Acton, MA 01720 |
| Phone | (978) 371-2015 |
| Website | www.colmanknight.com |
| Regulatory assets under management | $188M ($167M discretionary) |
| Individual clients | 71 non-high-net-worth, 51 high-net-worth |
| Financial planning clients | 101-250 |
| How it charges | Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 8 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | June 12, 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.
- 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 Acton
- RF&L Wealth Management, LLC $381M
- Sechrest Financial Services $199M
- Luma Financial $7.5M
See all 4 fee-only advisers in Acton →
Nearby
- Concord 7 firms
- Stow 1 firm
- Sudbury 3 firms
- Westford 3 firms
- Bedford 2 firms
- Hudson 1 firm
- Bolton 1 firm
- Ayer 1 firm
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