Fee-only adviser · Marblehead, MA
Moody Aldrich Partners, LLC
Moody Aldrich Partners, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Marblehead, Massachusetts. On its latest Form ADV, filed May 4, 2026, it reports $864M in regulatory assets under management, 113 individual clients and 7 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 | 106920 · SEC file 801-32888 |
| Office | 18 Sewall Street Marblehead, MA 01945 |
| Phone | (781) 639-2750 |
| Website | moodyaldrich.com/gva |
| Regulatory assets under management | $864M |
| Individual clients | 19 non-high-net-worth, 94 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 14 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | May 4, 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 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 sponsors or manages a wrap fee program; ask what the bundled fee covers.
- 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 Marblehead
- TQM Wealth Partners $124M
- Loynd Capital Management $24M
See all 3 fee-only advisers in Marblehead →
Nearby
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- Swampscott 1 firm
- Prides Crossing 1 firm
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- Peabody 2 firms
- Manchester 2 firms
- Danvers 3 firms
- Lynnfield 5 firms
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