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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Folio Investments
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 90.0% is discretionary and 10.0% is non-discretionary.
The firm reports 1 advisory representatives and 53 clients, or 53 clients per representative. That equates to $1.5M in reported AUM per client.
The profile lists 1 reported office location and 12 years in operation. The source data was last updated on March 15, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
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- Technology
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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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No AUM history available
| 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
SMA allocation detail is available
Ebersole Financial LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.