AF
CFP
AF
CFP

Adam Robert Firely

7 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching
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
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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.

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Employment History
Current Registrations
Focus Partners Wealth, LLC
August 2022 - Present · 3 yrs 6 mos
Previous Registrations
Mycio Wealth Partners, LLC
April 2016 - January 2021 · 4 yrs 9 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.