Adam Gregory Yofan

Focus Partners Wealth, LLC

24 Years of Experience

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching

Focus Partners Wealth, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

823 advisors

Number of Clients

34,999 clients

Average Client Portfolio

$2.7M average

Assets Under Management

$95.9B

Fee Structure

Minimum Annual Fee:$5,000

Location

One Boston Place, 11th Floor, 201 Washington Street, Boston, MA, 02108

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Focus Partners Wealth, LLC

July 2024 - Present · 1 yr 7 mos

Previous Registrations

Buckingham Strategic Wealth, LLC

March 2019 - November 2024 · 5 yrs 8 mos

Alpern Wealth Management, LLC

September 2012 - February 2019 · 6 yrs 5 mos

LPL Financial LLC

September 2005 - March 2013 · 7 yrs 6 mos

LPL Financial LLCBroker

August 2005 - December 2018 · 13 yrs 4 mos

Citigroup Global Markets INC.Broker

June 2001 - August 2005 · 4 yrs 2 mos

State Registrations2 states

PATX

Advisor

Exams

No exam information available for this advisor.