Fee-only adviser · Boston, MA
Convergent Capital Partners, LLC
Convergent Capital Partners, LLC is a fee-only investment adviser registered with the securities regulator of Massachusetts, with its main office in Boston, Massachusetts. On its latest Form ADV, filed March 16, 2026, it reports $17M in regulatory assets under management, 11 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 | 158100 |
| Office | 75 State Street Suite 100 PMB 4423 Boston, MA 02109 |
| Phone | (617) 418-1900 |
| Website | www.convergentcapitalpartners.com |
| Regulatory assets under management | $17M |
| Individual clients | 1 non-high-net-worth, 10 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 16, 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 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 Boston
- Flagship Harbor Advisors, LLC $3.4B
- Rwa Wealth Partners $19.8B
- Loring, Wolcott & Coolidge Fiduciary Advisors, LLP $12.8B
- Winthrop Wealth $3.1B
- Howland Capital Management LLC $3.7B
- Claro Advisors Inc. $1.4B
See all 115 fee-only advisers in Boston →
Nearby
- Sout Boston 1 firm
- East Boston 1 firm
- Brookline 1 firm
- Cambridge 11 firms
- Roslindale 1 firm
- Melrose 1 firm
- Belmont 2 firms
- Arlington 3 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Convergent Capital Partners, LLC? Update this listing.