Barnet Goverman is a CFP-designated registered investment advisor at Financial Solutions Associates, based in Dedham, MA, with 31 years of industry experience. Barnet operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 270 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.75% |
Financial Solutions Associates retains the right to make exceptions to the advisory fee schedule.
Fee Estimator
Location
990 Washington Street, Dedham, MA, 02026
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Financial Solutions Associates
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Brett Goverman, CFPFinancial Solutions Associates
- Liam Mcmanus, CFACharlesbridge Advisors
- John Muse, CFPCharlesbridge Advisors
- Carroll Hayes, CFPMission Wealth Management, LP
- Alexander Bender, CFACommonwealth Financial Network
- Kathryn Hersey, CFACharlesbridge Advisors