Fee-only adviser · North Andover, MA
Massachusetts Wealth Management, LLC
Massachusetts Wealth Management, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in North Andover, Massachusetts. On its latest Form ADV, filed March 24, 2026, it reports $301M in regulatory assets under management, 324 individual clients and 2 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 | 160235 · SEC file 801-112083 |
| Office | 807 Turnpike Street North Andover, MA 01845 |
| Phone | (978) 685-1050 |
| Website | www.masswealth.com |
| Regulatory assets under management | $301M |
| Individual clients | 230 non-high-net-worth, 94 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 24, 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 not high-net-worth, so it is likely to work with people who are still building assets.
- 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 North Andover
- Flying Point Financial, Inc. $207M
- Needham Advisory Corporation $102M
- Connolly Financial Advisors, Inc. $93M
- Demers Financial Planning $26M
- French and Skloff Investment Advisors, LLC Not reported
See all 6 fee-only advisers in North Andover →
Nearby
- Andover 7 firms
- Middleton 1 firm
- North Reading 2 firms
- Topsfield 2 firms
- Tewksbury 1 firm
- Wilmington 1 firm
- Haverhill 1 firm
- Reading 1 firm
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