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CFP

Denise Govoni

Strategic Advisers LLC
16 Years of Experience
Framingham, MA
Broker
View SEC Summary
View SEC Summary

Denise Govoni is a CFP-designated registered investment advisor at Strategic Advisers LLC, based in Framingham, MA, with 16 years of industry experience. Denise is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 2,401,763 clients with $1400B in assets under management.

Strategic Advisers LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16991 advisors
Number of Clients
2,401,763 clients
Average Client Portfolio
$570K average
Assets Under Management
$1370.1B

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K0.85%
$100K - $250K0.80%
$250K+0.70%

Rates shown are the standard maximum gross advisory fees for plans with less than 20% employee enrollment. For plans with greater than 20% enrollment, the tiers are 0.80% for the first $100K, 0.70% for $100K-$250K, and 0.60% for assets over $250K. Fees are subject to a plan credit amount that reduces the gross fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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View Full SEC Brochure

Location

405 Cochituate Road, Framingham, MA, 01701-4648

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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 Activities

Denise is a board member of Arcadia Players, a period instrument ensemble, since 2020. This activity requires minimal time and is not investment related.

Employment History
Current Registrations
Strategic Advisers LLC
March 2025 - Present · 1 yr 7 mos
Fidelity Brokerage Services LLC
December 2020 - Present · 5 yrs 10 mos
Fidelity Brokerage Services LLCBroker
December 2020 - Present · 5 yrs 10 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
January 2021 - March 2025 · 4 yrs 2 mos
Advice and Planning Services
August 2014 - November 2020 · 6 yrs 3 mos
Tiaa-Cref Individual & Institutional Services, LLCBroker
August 2014 - November 2020 · 6 yrs 3 mos
Wells Fargo Advisors, LLC
January 2013 - July 2014 · 1 yr 6 mos
Wells Fargo Advisors, LLCBroker
January 2013 - July 2014 · 1 yr 6 mos
Morgan Stanley
April 2010 - January 2013 · 2 yrs 9 mos
Morgan StanleyBroker
February 2010 - January 2013 · 2 yrs 11 mos
State Registrations26 states
AZCACTDCFLGAHIILINMAMDMEMIMONCNHNJNYORPARISCTNTXVAVT
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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