Eshel Bot

Eshel Bot is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Burlington, Massachusetts. On its latest Form ADV, filed January 14, 2026, it reports 3 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	340187 · SEC file 801-135276
Office	100 Summit Drive Burlington, MA 01803
Phone	(781) 518-8660
Website	eshelspring.com
Regulatory assets under management	Not reported
Individual clients	Fewer than 5
Financial planning clients	0
How it charges	Subscription
Services	Portfolio management
Employees	7
Disciplinary disclosures	None reported
Latest Form ADV filing	January 14, 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 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 Burlington

• Nefpg $246M
• Charles River Wealth Management, LLC $110M
• Cornerstone Financial Management LLC $167M
• Greenway Financial Advisors LLC $107M
• Andante Financial $19M
• Curtin Financial Services, Inc. $1.5M

See all 8 fee-only advisers in Burlington →

Nearby

• Woburn 6 firms
• Lexington 4 firms
• Bedford 2 firms
• Wilmington 1 firm
• Winchester 3 firms
• Reading 1 firm
• Arlington 3 firms
• Wakefield 2 firms