Jessica Scola is a CFP-designated registered investment advisor at Sound View Financial Advisors, based in Walpole, MA, with 2 years of industry experience. Jessica operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 107 clients with $50M 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 $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Client relationships may exist where the fees are higher or lower than the fee schedule above. Sound View Financial Advisors, LLC reserves the right to increase fees subject to 30 days’ advance notice.
Fee Estimator
Contact
Jessica Scola
Location
128 School Street, Walpole, MA, 02081-1802
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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
Sound View Financial Advisors
Previous Registrations
Montis Financial, LLC
State Registrations1 state
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
As a wife and mom to three active boys, I understand firsthand the challenges of balancing family, career, and everything in between. Most days are a mix of sports practices, homework help, client meetings, and trying to get a healthy dinner on the table, sometimes all at once! This lived experience gives me a deep appreciation for the women and families I work with, who are also trying to “do it all” while staying focused on what matters most.