JB
CFP
JB
CFP

Jesse Bessett

25 Years of Experience
Hingham, MA
BrokerSells Insurance

Jesse Bessett is a CFP-designated registered investment advisor at Flagship Harbor Advisors, LLC, based in Hingham, MA, with 25 years of industry experience. Jesse is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 7 more. Their firm serves 7,373 clients with $3.4B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
60 advisors
Number of Clients
7,373 clients
Average Client Portfolio
$464K average
Assets Under Management
$3.4B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual investment advisory fee generally ranges from 0.25% to 2.00% of assets under management, depending on the amount and type of assets. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

24 Shipyard Drive, Suite 201, Hingham, MA, 02043

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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.

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Other Business ActivitiesSells Insurance

Jesse is affiliated with ChartHouse Capital, LLC and Flagship Harbor Advisors as an investment advisor, spending about half of his time on these activities. He also works as a marketing development manager for Ragnar (about a quarter of his time), and owns rental real estate, dedicating minimal time to it.

Employment History
Current Registrations
Flagship Harbor Advisors, LLC
December 2015 - Present · 10 yrs 10 mos
LPL Financial LLC
December 2015 - Present · 10 yrs 10 mos
LPL Financial LLCBroker
December 2015 - Present · 10 yrs 10 mos
Previous Registrations
LPL Financial LLC
July 2025 - July 2026 · 1 yr
Bolton Global Asset Management
July 2009 - December 2015 · 6 yrs 5 mos
Bolton Global CapitalBroker
June 2009 - December 2015 · 6 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2002 - June 2009 · 6 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
June 2001 - June 2009 · 8 yrs
State Registrations21 states
CACTDCFLGAINKYMAMEMNNHNJNMNYPARISCVAVTVirgin IslandsWA
AdvisorBrokerBoth

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
No exam information available for this advisor.
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