Wealthmind Financial Planning is a registered investment advisor located in Massachusetts, founded by MaryAnne Gucciardi. The firm specializes in providing continuous investment management alongside comprehensive financial planning services. Wealthmind Financial Planning creates personalized portfolios using a mix of stocks, bonds, mutual funds, and exchange-traded funds, relying on Modern Portfolio Theory and passive or active strategies. The firm also accommodates socially responsible investing preferences. In addition to managing investments, Wealthmind Financial Planning provides guidance across various financial areas including retirement, tax strategies, estate planning, cash flow management, risk management, and business planning. The firm serves individuals, high-net-worth individuals, and business owners, operating as a fee-only practice legally required to act in your best interest.
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.
