Finer Wealth Management, Inc.

RIASEC Registered
Total AUM
$306M
Discretionary
$306M
100% of AUM
Avg account
$394K
Accounts
777
Employees
7
Advisory reps
4

Firm details

Headquarters
Salem, Massachusetts
CRD number
129987
Registered since
July 20, 2021
Website
www.finer.com
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • HNWI79.49%
  • Individuals16.5%
  • Corporations / Businesses2.62%
  • Charitable Organizations1.38%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Finer Wealth Management, Inc. is an independent, individual-owned registered investment adviser that began SEC registration in 2021. The firm acts as a capital allocator for both individual and family clients as well as some institutional relationships, offering financial planning and portfolio management for individuals, small businesses, and institutional/business clients. Its billing arrangements include percentage-of-AUM, hourly charges, and fixed fees. Finer Wealth Management notes an affiliation with accounting professionals and does not present itself as an ESG-focused investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 71%, Public Funds/Mutual Funds 25%, US Government Bonds 4%71%
  • Exchange Traded Equities71%
  • Public Funds/Mutual Funds25%
  • US Government Bonds4%

Owners & executives

1 of 1
  • Michael Finer

    Michael Finer

    CEOCRD 2657455

Contacts

3 of 3
  • Gary Coon

    Gary Coon

    DirectorCRD 6018133

  • Stephen Anastos

    Stephen Anastos

    Financial ServicesCRD 4897676

  • Gina Gentilini

    Gina Gentilini

    ProfessionalCRD 8310337

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 21

Active vs passive

$33.5M in ETFs

Passive

97%

$32.6M

Active

0%

$904K

ETFProviderStyleCategoryValueShares% of portfolio
VANGUARD S&P 500 ETF (VOO)VanguardPassiveLarge Blend$10.2M14,56630.48%
Unlock additional holdings →

Location

Primary office

Salem, MA

Essex

Location

Salem, MA

Headquartered in Salem, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area
Boston-Worcester-Providence, MA-RI-NH-CT
Region
Northeast
County
Essex
Address
530 Loring Ave
Time zone
ET (UTC-5)
Office locations

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