Fee-only adviser · Woburn, MA
Single Track Financial, Inc.
Single Track Financial, Inc. 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 January 2, 2026, it reports $34M in regulatory assets under management, 32 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 | 127318 |
| Office | 400 Tradecenter, Suite 5900 Woburn, MA 01801 |
| Phone | (781) 939-6830 |
| Website | www.singletrackfinancial.com |
| Regulatory assets under management | $34M |
| Individual clients | 11 non-high-net-worth, 21 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly |
| Services | Portfolio management |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | January 2, 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 Woburn
- Alta Wealth Advisors LLC $665M
- Auour Investments LLC $378M
- Sagamore Wealth Management, LLC $24M
- Harbor Point Capital Management, LLC $16M
- 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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