Stephen Doucette is a CFP-designated registered investment advisor at Proctor Financial, based in Wellesley, MA, with 26 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 211 clients with $380M 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 $500K | 1.50% |
| $500K - $1.5M | 1.00% |
| $1.5M - $2.5M | 0.88% |
| $2.5M - $5.0M | 0.76% |
| $5.0M - $10.0M | 0.64% |
| $10M+ | 0.50% |
Fees are billed quarterly in arrears. Minimum annual fees apply: $12,500 for a principal advisor and $3,750 for a non-owner advisor.
Fee Estimator
Location
66 Central St, Wellesley, MA, 02482
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
Proctor Financial
Previous Registrations
Lexington/bridgewater Wealth Management, LLC
Lexington Advisors
Wingate Planning CORP
Wingate Financial CORP
State Registrations1 state
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
- Tony Proctor, CFPProctor Financial
- Ryan Huard, CFPFarther
- Wesley Delcol, CFPGuidance Point Advisors, LLC
- Peter Foley, CFP, ChFCFourthpoint Advisors
- Elizabeth Pleck, CFPFinancial Strategies, LLC
- Gregory Miller, CFAPacific Paradigm Advisors LLC