Cheryl Costa is a CFP-designated registered investment advisor at Woodside Wealth Management, based in Sudbury, MA, with 20 years of industry experience. Cheryl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 110 clients with $270M 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 $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are billed quarterly in advance. There is a $7,500 minimum annual fee. Fees may be negotiable in very limited circumstances.
Fee Estimator
Contact
Cheryl Costa
Location
365 Boston Post Road, Suite 213, Sudbury, MA, 01776
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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
Woodside Wealth Management
Previous Registrations
Forteris Wealth Management, INC.
Family Financial Architects, INC.
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
Additional Information
Cheryl's financial planning and investment management expertise is widely recognized and she has been quoted in the Wall Street Journal, The Boston Globe, The Washington Post, Financial Advisor Magazine, Kiplinger's Personal Finance, and Money Magazine. In addition, Wealth Manager magazine named Cheryl as one of the "Top 50 Women in Wealth Management".
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