Maryanne Gucciardi is a CFP-designated registered investment advisor at Wealthmind Financial Planning, based in Cambridge, MA, with 4 years of industry experience. Maryanne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 9 more. Their firm serves 10 clients with $15M 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 $500K | 1.00% |
| $500K - $3.0M | 0.50% |
| $3.0M - $10.0M | 0.30% |
| $10M+ | 0.20% |
Fees are negotiable. Household accounts may be aggregated. Minimum annual fee of $5,000 applies.
Fee Estimator
Contact
Maryanne Gucciardi
Location
Cambridge, MA
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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
Wealthmind Financial Planning
Previous Registrations
Old Peak Finance
State Registrations2 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
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