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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Folio Investments
- Clients
- Retail and Institutional
- Platforms
- HorizonVector radial
- Established Date
- 05-05-2014
- Office Locations
- 1
Office Locations
About Ebersole Financial LLC
Ebersole Financial LLC is a Wellesley Hills, MA wealth planning firm serving retirees, mid- to late-career executives, and newly single individuals (widow(er)s/divorcees). The team builds detailed plans via structured data gathering, delivers a client-facing planning dashboard, and conducts scheduled first-year and ongoing reviews. Portfolios are implemented largely with ETFs and public funds, with custody through Schwab and Fidelity.
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Owner & Executives
ARTHUR JAMES WATTS EBERSOLE
Advisor, Chief Compliance Officer, Managing Member
- CRD
- #6315724
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $70,408,498 | -- |
| Non-Discretionary | $7,825,909 | -- |
| Total | $78,234,407 | -- |
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Separately Managed Accounts
Total SMA Asset: $78,234,407
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $666,932,588 | 30.7% |
| Equity - Exchange | $208,552,210 | 9.6% |
| Cash | $643,035,981 | 29.6% |
| Municipal Bonds | $165,103,833 | 7.6% |
| U.S. Government/Agency | $488,794,242 | 22.5% |
| Total | $2,172,418,854 | 100.0% |