Adam Nowell is a registered investment advisor at R3i LLC, based in Cambridge, MA. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 1 more.
Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Fee Structure
- Comprehensive financial plan (Fixed Fee) — $1,000 to $10,000 depending on your needs, goals, and complexity
- Hourly consulting — $100 to $500 per hour depending on complexity
One-Time Plan:$1,000 - $10,000
Hourly Rate:$100 - $500/hr
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Location
2240 Massachusetts Avenue, Cambridge, MA, 02140
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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.
Learn about disclosures →Employment History
Current Registrations
R3i LLC
May 2026 - Present · 5 mos
State Registrations1 state
MA
Advisor
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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