Fee-only adviser · Woburn, MA
Sagamore Wealth Management, LLC
Sagamore Wealth Management, LLC is a fee-only investment adviser registered with the securities regulators of Massachusetts, New Hampshire, with its main office in Woburn, Massachusetts. On its latest Form ADV, filed March 21, 2024, it reports $24M in regulatory assets under management, 75 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, New Hampshire |
|---|---|
| Firm CRD number | 156447 |
| Office | 400 Trade Center Suite 5900 Woburn, MA 01801 |
| Phone | (781) 569-5909 |
| Website | www.sagamorewealth.com |
| Regulatory assets under management | $24M |
| Individual clients | 75 non-high-net-worth, 0 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 21, 2024 |
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 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 Woburn
- Alta Wealth Advisors LLC $665M
- Auour Investments LLC $378M
- Harbor Point Capital Management, LLC $16M
- Single Track Financial, Inc. $34M
- Integrity Financial Advisors, LLC $135M
See all 6 fee-only advisers in Woburn →
Nearby
- Winchester 3 firms
- Burlington 8 firms
- Reading 1 firm
- Lexington 4 firms
- Wakefield 2 firms
- Arlington 3 firms
- Wilmington 1 firm
- Melrose 1 firm
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