{
  "path": "/advisors/ma/flat-fee",
  "url": "https://advisorcensus.com/advisors/ma/flat-fee/page/8",
  "page_type": "state_fee",
  "title": "Flat-fee financial advisors in Massachusetts",
  "filters": {},
  "scope_total": 507,
  "faq": [
    {
      "q": "How many financial advisory firms are there in Massachusetts?",
      "a": "AdvisorCensus lists 1,422 investment advisory firms with a principal office in Massachusetts, from Form ADV filings as of October 2026: 638 SEC-registered, 508 state-registered, and 276 exempt reporting advisers. Firms may request removal, so the count can differ slightly from the number of firms that file Form ADV."
    },
    {
      "q": "How many fee-only financial advisors are in Massachusetts?",
      "a": "449 of the 1,422 firms meet AdvisorCensus's fee-only test: paid only by a percentage of assets, hourly charges, fixed fees, or subscription fees on Form ADV Item 5.E (no commissions, performance-based fees, or other compensation), with no sales-related compensation ties in the same filing: no employee registered with a broker-dealer or licensed as an insurance agent (Item 5.B), no brokerage, insurance, real estate, or other product sales business (Item 6.A), no related broker-dealer, insurance company, real estate broker, or futures commission merchant (Item 7.A), and no referral fees from others or other sales interest (Item 8). Form ADV has no fee-only box, so this is derived from the filing; it is not a fee-only certification, and a firm's own page lists its compensation arrangements as filed."
    },
    {
      "q": "How many financial advisors in Massachusetts offer financial planning?",
      "a": "584 of the 1,146 firms in Massachusetts that answer Form ADV Item 5.G, which asks what advisory services a firm provides, report financial planning services, as of October 2026. Exempt reporting advisers do not answer Item 5.G. Each firm page lists every advisory service the firm reports."
    },
    {
      "q": "Are the financial advisors in Massachusetts fiduciaries?",
      "a": "Every firm on this page is an investment adviser that files Form ADV, and an investment adviser owes its clients a fiduciary duty under federal law, made up of a duty of care and a duty of loyalty: it must act in the client's best interest and not put its own interests ahead of the client's, and must eliminate its conflicts of interest or disclose them fully and fairly. Form ADV has no fiduciary box because the duty comes with being an investment adviser. The duty covers the firm's advice; a firm or its people may also sell securities through a broker-dealer or insurance as licensed agents, roles held to other standards. The 449 firms that meet AdvisorCensus's fee-only test report none of those sales ties."
    },
    {
      "q": "How do I check whether a financial advisor has disciplinary disclosures?",
      "a": "Each firm page shows how many Form ADV Item 11 disciplinary questions the firm answered yes and links to the firm's record on the SEC's Investment Adviser Public Disclosure site (adviserinfo.sec.gov), where the detail of each disclosure is public. Individual advisers' records are on the same site and on FINRA BrokerCheck."
    },
    {
      "q": "Does AdvisorCensus rate, verify, or recommend these firms?",
      "a": "No. The directory shows what each firm filed, in alphabetical order unless you choose another sort, and no firm's position depends on payment. Firms that claim their page can add a description and links, marked as provided by the firm; the filed facts are never changed by that content."
    },
    {
      "q": "What does regulatory assets under management mean?",
      "a": "Regulatory assets under management (RAUM) is the figure a firm reports on Form ADV Item 5.F: the securities portfolios it provides continuous and regular supervisory or management services for, at market value, including assets managed without discretion. It measures scale, not performance or quality."
    }
  ],
  "period": "2026-10-01",
  "answer_paragraph": "AdvisorCensus lists 507 investment advisory firms with a principal office in Massachusetts that report fixed fees among their Form ADV Item 5.E compensation arrangements, drawn from Form ADV filings as of October 2026. Firms are listed alphabetically; sort by years registered or assets band using the controls below, and read the methodology block for how this page is derived.",
  "about_market": null,
  "citation": "AdvisorCensus. Flat-fee financial advisors in Massachusetts: 507 firms from Form ADV filings as of October 2026.",
  "total_firms": 507,
  "page": 8,
  "total_pages": 11,
  "sort": "name",
  "registration_types": {
    "sec": 262,
    "state": 245,
    "exempt": 0
  },
  "fee_model_mix": [
    {
      "code": "fee-only",
      "count": 247
    },
    {
      "code": "percentage_of_aum",
      "count": 434
    },
    {
      "code": "hourly",
      "count": 307
    },
    {
      "code": "subscription",
      "count": 7
    },
    {
      "code": "fixed",
      "count": 507
    },
    {
      "code": "commissions",
      "count": 25
    },
    {
      "code": "performance_based",
      "count": 45
    },
    {
      "code": "other",
      "count": 59
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "years_registered_distribution": [
    {
      "code": "under_5",
      "count": 158
    },
    {
      "code": "5_to_9",
      "count": 105
    },
    {
      "code": "10_to_19",
      "count": 111
    },
    {
      "code": "20_plus",
      "count": 133
    },
    {
      "code": "not_reported",
      "count": 0
    }
  ],
  "raum_band_distribution": [
    {
      "code": "under_25m",
      "count": 109
    },
    {
      "code": "25m_100m",
      "count": 89
    },
    {
      "code": "100m_500m",
      "count": 115
    },
    {
      "code": "500m_1b",
      "count": 40
    },
    {
      "code": "1b_5b",
      "count": 49
    },
    {
      "code": "over_5b",
      "count": 48
    },
    {
      "code": "not_reported",
      "count": 57
    }
  ],
  "firms": [
    {
      "crd_number": 148216,
      "name": "Peddock Capital Advisors, LLC",
      "name_as_filed": "PEDDOCK CAPITAL ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/peddock-capital-advisors-llc-braintree-ma-148216",
      "city": "Braintree",
      "state": "MA",
      "years_registered": 17,
      "raum_band": "500m_1b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 128600,
      "name": "Perennial Advisors Group, LLC",
      "name_as_filed": "PERENNIAL ADVISORS GROUP, LLC",
      "url": "https://advisorcensus.com/firm/perennial-advisors-group-llc-westford-ma-128600",
      "city": "Westford",
      "state": "MA",
      "years_registered": 22,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 130358,
      "name": "Philip J. Sagan Financial Consulting, Inc.",
      "name_as_filed": "PHILIP J. SAGAN FINANCIAL CONSULTING, INC.",
      "url": "https://advisorcensus.com/firm/philip-j-sagan-financial-consulting-inc-newton-ma-130358",
      "city": "Newton",
      "state": "MA",
      "years_registered": 29,
      "raum_band": "under_25m",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 340361,
      "name": "Philosophe Financial",
      "name_as_filed": "PHILOSOPHE FINANCIAL",
      "url": "https://advisorcensus.com/firm/philosophe-financial-wayland-ma-340361",
      "city": "Wayland",
      "state": "MA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 325987,
      "name": "Pier 42 Advisors",
      "name_as_filed": "PIER 42 ADVISORS",
      "url": "https://advisorcensus.com/firm/pier-42-advisors-south-dennis-ma-325987",
      "city": "South Dennis",
      "state": "MA",
      "years_registered": 3,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 299839,
      "name": "Pierre & Company LLC",
      "name_as_filed": "PIERRE & COMPANY LLC",
      "url": "https://advisorcensus.com/firm/pierre-and-company-llc-299839",
      "city": null,
      "state": null,
      "years_registered": 7,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 133442,
      "name": "Pinnacle Pension Consultants LLC",
      "name_as_filed": "PINNACLE PENSION CONSULTANTS LLC",
      "url": "https://advisorcensus.com/firm/pinnacle-pension-consultants-llc-needham-ma-133442",
      "city": "Needham",
      "state": "MA",
      "years_registered": 19,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 137940,
      "name": "Pioneer Financial, Inc.",
      "name_as_filed": "PIONEER FINANCIAL, INC.",
      "url": "https://advisorcensus.com/firm/pioneer-financial-inc-south-hadley-ma-137940",
      "city": "South Hadley",
      "state": "MA",
      "years_registered": 20,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 333388,
      "name": "Pizarro Advisors",
      "name_as_filed": "PIZARRO ADVISORS",
      "url": "https://advisorcensus.com/firm/pizarro-advisors-taunton-ma-333388",
      "city": "Taunton",
      "state": "MA",
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 332841,
      "name": "Plain Talk Financial Planning, LLC",
      "name_as_filed": "PLAIN TALK FINANCIAL PLANNING, LLC",
      "url": "https://advisorcensus.com/firm/plain-talk-financial-planning-llc-332841",
      "city": null,
      "state": null,
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 326809,
      "name": "Plan for IT Financial, LLC",
      "name_as_filed": "PLAN FOR IT FINANCIAL, LLC",
      "url": "https://advisorcensus.com/firm/plan-for-it-financial-llc-salem-ma-326809",
      "city": "Salem",
      "state": "MA",
      "years_registered": 3,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 291154,
      "name": "Plandynamic, LLC",
      "name_as_filed": "PLANDYNAMIC, LLC",
      "url": "https://advisorcensus.com/firm/plandynamic-llc-framingham-ma-291154",
      "city": "Framingham",
      "state": "MA",
      "years_registered": 8,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 339543,
      "name": "PNL Investments",
      "name_as_filed": "PNL INVESTMENTS",
      "url": "https://advisorcensus.com/firm/pnl-investments-339543",
      "city": null,
      "state": null,
      "years_registered": 1,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 108468,
      "name": "Polen Capital Credit, LLC",
      "name_as_filed": "POLEN CAPITAL CREDIT, LLC",
      "url": "https://advisorcensus.com/firm/polen-capital-credit-llc-waltham-ma-108468",
      "city": "Waltham",
      "state": "MA",
      "years_registered": 28,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 129431,
      "name": "Power Plans",
      "name_as_filed": "POWER PLANS",
      "url": "https://advisorcensus.com/firm/power-plans-129431",
      "city": null,
      "state": null,
      "years_registered": 31,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 122021,
      "name": "Proctor Financial",
      "name_as_filed": "PROCTOR FINANCIAL",
      "url": "https://advisorcensus.com/firm/proctor-financial-sherborn-ma-122021",
      "city": "Sherborn",
      "state": "MA",
      "years_registered": 23,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 152640,
      "name": "Proficient Wealth Counselors, LLC",
      "name_as_filed": "PROFICIENT WEALTH COUNSELORS, LLC",
      "url": "https://advisorcensus.com/firm/proficient-wealth-counselors-llc-norwood-ma-152640",
      "city": "Norwood",
      "state": "MA",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 269931,
      "name": "Proficio Capital Partners LLC",
      "name_as_filed": "PROFICIO CAPITAL PARTNERS LLC",
      "url": "https://advisorcensus.com/firm/proficio-capital-partners-llc-newton-ma-269931",
      "city": "Newton",
      "state": "MA",
      "years_registered": 11,
      "raum_band": "over_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed",
        "performance_based"
      ],
      "enhanced": false
    },
    {
      "crd_number": 300915,
      "name": "Promethos Capital, LLC",
      "name_as_filed": "PROMETHOS CAPITAL, LLC",
      "url": "https://advisorcensus.com/firm/promethos-capital-llc-boston-ma-300915",
      "city": "Boston",
      "state": "MA",
      "years_registered": 7,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 282041,
      "name": "Prosperitea Planning",
      "name_as_filed": "PROSPERITEA PLANNING",
      "url": "https://advisorcensus.com/firm/prosperitea-planning-greenfield-ma-282041",
      "city": "Greenfield",
      "state": "MA",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 328459,
      "name": "Purefi Wealth, LLC",
      "name_as_filed": "PUREFI WEALTH, LLC",
      "url": "https://advisorcensus.com/firm/purefi-wealth-llc-boston-ma-328459",
      "city": "Boston",
      "state": "MA",
      "years_registered": 2,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 160019,
      "name": "Quabbin Advisors",
      "name_as_filed": "QUABBIN ADVISORS",
      "url": "https://advisorcensus.com/firm/quabbin-advisors-amherst-ma-160019",
      "city": "Amherst",
      "state": "MA",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 128596,
      "name": "R.A.I. Financial Services, Inc.",
      "name_as_filed": "R.A.I. FINANCIAL SERVICES, INC.",
      "url": "https://advisorcensus.com/firm/r-a-i-financial-services-inc-lynnfield-ma-128596",
      "city": "Lynnfield",
      "state": "MA",
      "years_registered": 25,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 340483,
      "name": "R3I LLC",
      "name_as_filed": "R3I LLC",
      "url": "https://advisorcensus.com/firm/r3i-llc-cambridge-ma-340483",
      "city": "Cambridge",
      "state": "MA",
      "years_registered": 0,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 341631,
      "name": "Radius Capital Advisors",
      "name_as_filed": "RADIUS CAPITAL ADVISORS",
      "url": "https://advisorcensus.com/firm/radius-capital-advisors-341631",
      "city": null,
      "state": null,
      "years_registered": 0,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 168159,
      "name": "Radius Wealth Management, Inc.",
      "name_as_filed": "RADIUS WEALTH MANAGEMENT, INC.",
      "url": "https://advisorcensus.com/firm/radius-wealth-management-inc-boston-ma-168159",
      "city": "Boston",
      "state": "MA",
      "years_registered": 4,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 299632,
      "name": "Real World Financial Planning, LLC",
      "name_as_filed": "REAL WORLD FINANCIAL PLANNING, LLC",
      "url": "https://advisorcensus.com/firm/real-world-financial-planning-llc-299632",
      "city": null,
      "state": null,
      "years_registered": 7,
      "raum_band": "not_reported",
      "compensation_types": [
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 135276,
      "name": "Red Kennedy Financial",
      "name_as_filed": "RED KENNEDY FINANCIAL",
      "url": "https://advisorcensus.com/firm/red-kennedy-financial-135276",
      "city": null,
      "state": null,
      "years_registered": 20,
      "raum_band": "25m_100m",
      "compensation_types": [
        "hourly",
        "fixed",
        "other"
      ],
      "enhanced": false
    },
    {
      "crd_number": 300007,
      "name": "Renaissance Wealth Advisors, LLC",
      "name_as_filed": "RENAISSANCE WEALTH ADVISORS, LLC",
      "url": "https://advisorcensus.com/firm/renaissance-wealth-advisors-llc-newton-ma-300007",
      "city": "Newton",
      "state": "MA",
      "years_registered": 0,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 132041,
      "name": "Revolution Capital, Inc",
      "name_as_filed": "REVOLUTION CAPITAL, INC",
      "url": "https://advisorcensus.com/firm/revolution-capital-inc-boston-ma-132041",
      "city": "Boston",
      "state": "MA",
      "years_registered": 26,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 137342,
      "name": "Reynders, McVeigh Capital Management, LLC",
      "name_as_filed": "REYNDERS, MCVEIGH CAPITAL MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/reynders-mcveigh-capital-management-llc-boston-ma-137342",
      "city": "Boston",
      "state": "MA",
      "years_registered": 20,
      "raum_band": "1b_5b",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 140210,
      "name": "RF&L Wealth Management, LLC",
      "name_as_filed": "RF&L WEALTH MANAGEMENT, LLC",
      "url": "https://advisorcensus.com/firm/rf-and-l-wealth-management-llc-acton-ma-140210",
      "city": "Acton",
      "state": "MA",
      "years_registered": 20,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 301106,
      "name": "Rheeco, Inc.",
      "name_as_filed": "RHEECO, INC.",
      "url": "https://advisorcensus.com/firm/rheeco-inc-natick-ma-301106",
      "city": "Natick",
      "state": "MA",
      "years_registered": 1,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 330618,
      "name": "Rhotopia Financial Advisors",
      "name_as_filed": "RHOTOPIA FINANCIAL ADVISORS",
      "url": "https://advisorcensus.com/firm/rhotopia-financial-advisors-milton-ma-330618",
      "city": "Milton",
      "state": "MA",
      "years_registered": 2,
      "raum_band": "under_25m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 130715,
      "name": "Richardson Financial Services",
      "name_as_filed": "RICHARDSON FINANCIAL SERVICES",
      "url": "https://advisorcensus.com/firm/richardson-financial-services-medway-ma-130715",
      "city": "Medway",
      "state": "MA",
      "years_registered": 6,
      "raum_band": "100m_500m",
      "compensation_types": [
        "percentage_of_aum",
        "hourly",
        "fixed"
      ],
      "enhanced": false
    },
    {
      "crd_number": 236787,
      "name": "Ridley Cove Financial Advisors LLC",
      "name_as_filed": "RIDLEY COVE FINANCIAL ADVISORS LLC",
      "url": "https://advisorcensus.com/firm/ridley-cove-financial-advisors-llc-newton-ma-236787",
      "city": "Newton",
      "state": "MA",
      "years_registered": 11,
      "raum_band": "25m_100m",
      "compensation_types": [
        "percentage_of_aum",
        "fixed"
      ],
      "enhanced": false
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    {
      "crd_number": 307517,
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      "name_as_filed": "RISEN PHOENIX CAPITAL ADVISERS, LLC",
      "url": "https://advisorcensus.com/firm/risen-phoenix-capital-advisers-llc-malden-ma-337648",
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    {
      "crd_number": 283308,
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      "city": null,
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    {
      "crd_number": 340438,
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    {
      "crd_number": 140377,
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      "name_as_filed": "RIVERVIEW CAPITAL ADVISERS LLC",
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    {
      "crd_number": 123242,
      "name": "Rocky Hill Advisors Inc.",
      "name_as_filed": "ROCKY HILL ADVISORS INC.",
      "url": "https://advisorcensus.com/firm/rocky-hill-advisors-inc-peabody-ma-123242",
      "city": "Peabody",
      "state": "MA",
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    },
    {
      "crd_number": 306871,
      "name": "Roman Retirement Planning, LLC",
      "name_as_filed": "ROMAN RETIREMENT PLANNING, LLC",
      "url": "https://advisorcensus.com/firm/roman-retirement-planning-llc-mashpee-ma-306871",
      "city": "Mashpee",
      "state": "MA",
      "years_registered": 6,
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    },
    {
      "crd_number": 340459,
      "name": "Rootson Capital LLC",
      "name_as_filed": "ROOTSON CAPITAL LLC",
      "url": "https://advisorcensus.com/firm/rootson-capital-llc-north-andover-ma-340459",
      "city": "North Andover",
      "state": "MA",
      "years_registered": 0,
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    },
    {
      "crd_number": 158528,
      "name": "RPG Family Wealth Advisory, LLC",
      "name_as_filed": "RPG FAMILY WEALTH ADVISORY, LLC",
      "url": "https://advisorcensus.com/firm/rpg-family-wealth-advisory-llc-burlington-ma-158528",
      "city": "Burlington",
      "state": "MA",
      "years_registered": 15,
      "raum_band": "500m_1b",
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    {
      "crd_number": 156984,
      "name": "RWA Wealth Partners",
      "name_as_filed": "RWA WEALTH PARTNERS",
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      "city": "Boston",
      "state": "MA",
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    },
    {
      "crd_number": 104740,
      "name": "Safford Nicholas H & Co Inc",
      "name_as_filed": "SAFFORD NICHOLAS H & CO INC",
      "url": "https://advisorcensus.com/firm/safford-nicholas-h-and-co-inc-rockport-ma-104740",
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    {
      "crd_number": 323242,
      "name": "Sandk Advisors LLC",
      "name_as_filed": "SANDK ADVISORS LLC",
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      "city": null,
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      ],
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    {
      "crd_number": 152482,
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      {
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      {
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      {
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        "firm_count": 3,
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  },
  "csv": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}