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- Custodian
- Charles Schwab & Company · Morgan Stanley · TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-01-2005
- Office Locations
- 1
Office Locations
About Beantown Financial Advisors LLC
Beantown Financial Advisors is a Massachusetts-based, fee-only firm providing integrated financial planning, discretionary investment management, and tax planning/preparation for retail clients seeking one advisor for personal finance, investments, and income taxes. The firm does not sell products (e.g., insurance or annuities) and is compensated only by clients. Custody includes Charles Schwab; portfolios are largely implemented with public funds and some ETFs.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Services
Owner & Executives
JOSEPH ELLIOT SOMERSET
Chief Compliance Officer, Financial Advisor
- CRD
- #3171281
- Ownership
- 75% or more
WENDY ANN SOMERSET
--
- CRD
- --
- Ownership
- 10% but less than 25%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $158,400,000 | $628,571 |
| Non-Discretionary | $0 | -- |
| Total | $158,400,000 | $628,571 |
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Separately Managed Accounts
Total SMA Asset: $158,400,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,784,649,204 | 37.1% |
| U.S. Government/Agency | $2,912,247,685 | 38.8% |
| Equity - Exchange | $637,992,405 | 8.5% |
| Cash | $1,170,903,708 | 15.6% |
| Total | $7,505,793,002 | 100.0% |