Financial Solutions Associates

RIASEC RegisteredEst. 2021

Total AUM

$172M

Discretionary

$172M

100% of AUM

Avg account

$302K

Accounts

570

Employees

Advisory reps

Firm details

Headquarters: Dedham, Massachusetts
CRD number: 130397
Registered since: July 26, 2021
Website: www.govermanfinancialsolutions.net
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI76.48%
Individuals23.52%
Services: Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Financial Solutions Associates is an independent registered investment adviser formed as an LLC and registered with the SEC in 2021. The firm is individually owned and focuses on serving individual and family clients, offering financial planning and portfolio management for individuals and small businesses. Its billing mixes percentage-of-AUM fees with hourly and fixed-fee arrangements, and it reports managing client assets on a discretionary basis. The firm does not present itself as an ESG specialist, is not registered as a multi-state adviser, and does not classify itself as a capital allocator or related adviser. Its advisory activity centers on traditional planning and portfolio management rather than pension consulting or large-institution advisory mandates.