Financial Solutions Associates

Financial Advisor in Dedham, MA

Firm Info
Address: 990 Washington St # 317, Dedham, MA 02026, USA
Phone: (781) 251-0505

Firm Size
Assets Under Management: $130.6 million
# of Advisors: 1
# of Clients: 151
Client to Advisor Ratio: 151:1
Average Account Size: $864,907
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Financial Solutions Associates Overview

Financial Solutions Associates is a registered investment advisory firm providing investment advice only. With its headquarters located in Dedham, MA, the firm has been in business since 2021 and has established itself as a leading fee-only advisor. It does not receive any commissions or compensation for recommending specific financial products, providing clients with a transparent and conflict-free experience. As an investment advisory firm, Financial Solutions Associates offers a range of services, including financial planning and portfolio management. The firm works with individuals and small businesses to help them achieve their financial goals and maximize their investment returns. The financial planning services offered by Financial Solutions Associates are tailored to each client's unique needs and may include retirement planning, college savings planning, and estate planning, among others. Portfolio management is another core service offered by Financial Solutions Associates. The firm's experienced professionals use a disciplined approach to manage their clients' investments actively, seeking to minimize risk while maximizing returns. The firm offers portfolio management services for individuals and small businesses, working closely with each client to understand their investment goals and needs. In summary, Financial Solutions Associates is committed to providing its clients with customized investment advice and transparent fee arrangements, enabling them to make informed financial decisions and achieve their long-term financial goals.

As a prominent financial advisory firm, FINANCIAL SOLUTIONS ASSOCIATES caters to a diverse client base. Their services are not just limited to individuals seeking financial advice, but also extends to high net worth individuals in need of sophisticated investment management solutions. From college grads with a just-got-their-first-job to seasoned business tycoons, they serve clients with different financial situations and goals. Clients choose the fee structure based on their specific needs and preferences, and FINANCIAL SOLUTIONS ASSOCIATES offers multiple options to accommodate different requirements. One available fee structure is based on a percentage of assets under management (AUM). This model is used for portfolio management where the fees are a percentage of the total value of assets the firm is managing on their client's behalf. They also offer hourly billing, mostly used for consulting services or financial planning. In some cases, clients prefer fixed fees for investment management or financial planning to better budget and manage expenses. Regardless of the fee structure, FINANCIAL SOLUTIONS ASSOCIATES prioritizes transparency and provides clients with a clear understanding of the costs associated with their services.

Typical Clients, Fee Structures & Investment Minimum

According to the note in Financial Solutions Associates' Part 2 Brochure, the firm's investment minimum for new clients is $500,000. The brochure specifies that this applies to both individuals and high net worth individuals, indicating that there is no special exemption for certain types of clients. However, the note also cautions that this minimum investment size may be altered at the advisor's discretion, suggesting that there may be some flexibility in this requirement under certain circumstances.

How This Office Can Help Dedham, MA Residents

Financial Solutions Associates (FSA) is a financial advisory firm that provides comprehensive financial planning and wealth management services to clients in Dedham, MA, and surrounding areas. FSA has a team of highly-trained financial advisors who work closely with clients to understand their unique financial situation and help them achieve their financial goals. Living in Dedham, MA, clients may face a variety of financial situations, such as planning for retirement, saving for college, or managing debt. FSA offers a range of services to help clients with these situations, including retirement planning, investment management, college planning, and debt management. FSA also provides tax planning and estate planning services to help clients minimize taxes and protect their assets. With FSA's personalized approach, clients can feel confident that their financial needs will be met and their goals will be achieved.

To view the Minimum Investment and Fee Schedule for Financial Solutions Associates, visit their Part 2 Brochure.

Services Offered by Financial Solutions Associates

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Financial Solutions Associates most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 990 Washington St # 317, Dedham, MA 02026, USA
Phone (781) 251-0505
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 990 WASHINGTON ST, SUITE 317, DEDHAM, MA 2026, United States

This firm has no other locations.

State Registrations

Financial Solutions Associates is registered to service clients in the following states:

  • California
  • Florida
  • Massachusetts
  • New Hampshire
  • New York
  • Texas

Disciplinary History

Financial Solutions Associates does not have any disclosures. Please visit it's Form ADV for more details.