{ "path": "/advisors/ma/flat-fee", "url": "https://advisorcensus.com/advisors/ma/flat-fee/page/9", "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": 9, "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": 169196, "name": "Savvi Financial LLC", "name_as_filed": "SAVVI FINANCIAL LLC", "url": "https://advisorcensus.com/firm/savvi-financial-llc-waltham-ma-169196", "city": "Waltham", "state": "MA", "years_registered": 12, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 122258, "name": "SCS Capital Management LLC", "name_as_filed": "SCS CAPITAL MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/scs-capital-management-llc-boston-ma-122258", "city": "Boston", "state": "MA", "years_registered": 24, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "performance_based", "other" ], "enhanced": false }, { "crd_number": 128688, "name": "Sechrest Financial Services", "name_as_filed": "SECHREST FINANCIAL SERVICES", "url": "https://advisorcensus.com/firm/sechrest-financial-services-acton-ma-128688", "city": "Acton", "state": "MA", "years_registered": 8, "raum_band": "100m_500m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 109901, "name": "Sentinel Pension Advisors, LLC.", "name_as_filed": "SENTINEL PENSION ADVISORS, LLC.", "url": "https://advisorcensus.com/firm/sentinel-pension-advisors-llc-wakefield-ma-109901", "city": "Wakefield", "state": "MA", "years_registered": 28, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 146687, "name": "Sentry Financial Planning, LLC", "name_as_filed": "SENTRY FINANCIAL PLANNING, LLC", "url": "https://advisorcensus.com/firm/sentry-financial-planning-llc-146687", "city": null, "state": null, "years_registered": 18, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 298533, "name": "Sequentis Capital LLC", "name_as_filed": "SEQUENTIS CAPITAL LLC", "url": "https://advisorcensus.com/firm/sequentis-capital-llc-boston-ma-298533", "city": "Boston", "state": "MA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 316518, "name": "SF Advisers, LLC", "name_as_filed": "SF ADVISERS, LLC", "url": "https://advisorcensus.com/firm/sf-advisers-llc-boston-ma-316518", "city": "Boston", "state": "MA", "years_registered": 3, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 335217, "name": "Sheltered Garden Financial Group LLC", "name_as_filed": "SHELTERED GARDEN FINANCIAL GROUP LLC", "url": "https://advisorcensus.com/firm/sheltered-garden-financial-group-llc-boxborough-ma-335217", "city": "Boxborough", "state": "MA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 169093, "name": "Shepherd Financial Partners, LLC", "name_as_filed": "SHEPHERD FINANCIAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/shepherd-financial-partners-llc-winchester-ma-169093", "city": "Winchester", "state": "MA", "years_registered": 11, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 128589, "name": "Sherr Financial Associates", "name_as_filed": "SHERR FINANCIAL ASSOCIATES", "url": "https://advisorcensus.com/firm/sherr-financial-associates-danvers-ma-128589", "city": "Danvers", "state": "MA", "years_registered": 32, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 338692, "name": "Shilla Advisory LLC", "name_as_filed": "SHILLA ADVISORY LLC", "url": "https://advisorcensus.com/firm/shilla-advisory-llc-marlborough-ma-338692", "city": "Marlborough", "state": "MA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 167576, "name": "Signal Ridge Capital Partners, LLC", "name_as_filed": "SIGNAL RIDGE CAPITAL PARTNERS, LLC", "url": "https://advisorcensus.com/firm/signal-ridge-capital-partners-llc-framingham-ma-167576", "city": "Framingham", "state": "MA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 147957, "name": "Siharum Advisors, LLC", "name_as_filed": "SIHARUM ADVISORS, LLC", "url": "https://advisorcensus.com/firm/siharum-advisors-llc-boston-ma-147957", "city": "Boston", "state": "MA", "years_registered": 18, "raum_band": "500m_1b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 163793, "name": "Single Point Partners", "name_as_filed": "SINGLE POINT PARTNERS", "url": "https://advisorcensus.com/firm/single-point-partners-boston-ma-163793", "city": "Boston", "state": "MA", "years_registered": 8, "raum_band": "500m_1b", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 155188, "name": "Sippican Capital Advisors", "name_as_filed": "SIPPICAN CAPITAL ADVISORS", "url": "https://advisorcensus.com/firm/sippican-capital-advisors-boston-ma-155188", "city": "Boston", "state": "MA", "years_registered": 15, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 295223, "name": "Slate Peak Financial Services, LLC", "name_as_filed": "SLATE PEAK FINANCIAL SERVICES, LLC", "url": "https://advisorcensus.com/firm/slate-peak-financial-services-llc-295223", "city": null, "state": null, "years_registered": 8, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 109684, "name": "SLC Management", "name_as_filed": "SLC MANAGEMENT", "url": "https://advisorcensus.com/firm/slc-management-wellesley-hills-ma-109684", "city": "Wellesley Hills", "state": "MA", "years_registered": 34, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 105917, "name": "Smith W B & Co Inc", "name_as_filed": "SMITH W B & CO INC", "url": "https://advisorcensus.com/firm/smith-w-b-and-co-inc-manchester-ma-105917", "city": "Manchester", "state": "MA", "years_registered": 39, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 133453, "name": "Snug Harbor Capital Management, LLC", "name_as_filed": "SNUG HARBOR CAPITAL MANAGEMENT, LLC", "url": "https://advisorcensus.com/firm/snug-harbor-capital-management-llc-green-harbor-ma-133453", "city": "Green Harbor", "state": "MA", "years_registered": 21, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 154732, "name": "Sound View Financial Advisors", "name_as_filed": "SOUND VIEW FINANCIAL ADVISORS", "url": "https://advisorcensus.com/firm/sound-view-financial-advisors-walpole-ma-154732", "city": "Walpole", "state": "MA", "years_registered": 16, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 326997, "name": "South Coast Planning & Wealth Management", "name_as_filed": "SOUTH COAST PLANNING & WEALTH MANAGEMENT", "url": "https://advisorcensus.com/firm/south-coast-planning-and-wealth-management-fall-river-ma-326997", "city": "Fall River", "state": "MA", "years_registered": 3, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 142915, "name": "South Shore Capital Advisors, LLC", "name_as_filed": "SOUTH SHORE CAPITAL ADVISORS, LLC", "url": "https://advisorcensus.com/firm/south-shore-capital-advisors-llc-boston-ma-142915", "city": "Boston", "state": "MA", "years_registered": 11, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 311450, "name": "South Shore Investment Services LLC", "name_as_filed": "SOUTH SHORE INVESTMENT SERVICES LLC", "url": "https://advisorcensus.com/firm/south-shore-investment-services-llc-norwell-ma-311450", "city": "Norwell", "state": "MA", "years_registered": 0, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 316298, "name": "Stackwell", "name_as_filed": "STACKWELL", "url": "https://advisorcensus.com/firm/stackwell-boston-ma-316298", "city": "Boston", "state": "MA", "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 289725, "name": "Stage Harbor Financial", "name_as_filed": "STAGE HARBOR FINANCIAL", "url": "https://advisorcensus.com/firm/stage-harbor-financial-westwood-ma-289725", "city": "Westwood", "state": "MA", "years_registered": 8, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 129507, "name": "Standard Planning Company", "name_as_filed": "STANDARD PLANNING COMPANY", "url": "https://advisorcensus.com/firm/standard-planning-company-rockport-ma-129507", "city": "Rockport", "state": "MA", "years_registered": 14, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 304957, "name": "Statera Financial, LLC", "name_as_filed": "STATERA FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/statera-financial-llc-walpole-ma-304957", "city": "Walpole", "state": "MA", "years_registered": 6, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 317254, "name": "Still River Financial Planning", "name_as_filed": "STILL RIVER FINANCIAL PLANNING", "url": "https://advisorcensus.com/firm/still-river-financial-planning-317254", "city": null, "state": null, "years_registered": 4, "raum_band": "under_25m", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 288005, "name": "Stonestreet Financial, Inc.", "name_as_filed": "STONESTREET FINANCIAL, INC.", "url": "https://advisorcensus.com/firm/stonestreet-financial-inc-stoughton-ma-288005", "city": "Stoughton", "state": "MA", "years_registered": 9, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 104555, "name": "Strategic Advisers LLC", "name_as_filed": "STRATEGIC ADVISERS LLC", "url": "https://advisorcensus.com/firm/strategic-advisers-llc-boston-ma-104555", "city": "Boston", "state": "MA", "years_registered": 49, "raum_band": "over_5b", "compensation_types": [ "percentage_of_aum", "fixed", "other" ], "enhanced": false }, { "crd_number": 114922, "name": "Strategic Capital Allocation Group, L.L.C.", "name_as_filed": "STRATEGIC CAPITAL ALLOCATION GROUP, L.L.C.", "url": "https://advisorcensus.com/firm/strategic-capital-allocation-group-l-l-c-boston-ma-114922", "city": "Boston", "state": "MA", "years_registered": 25, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 126503, "name": "Strategic Planning Associates", "name_as_filed": "STRATEGIC PLANNING ASSOCIATES", "url": "https://advisorcensus.com/firm/strategic-planning-associates-126503", "city": null, "state": null, "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 124855, "name": "Strategic Planning Group, Inc.", "name_as_filed": "STRATEGIC PLANNING GROUP, INC.", "url": "https://advisorcensus.com/firm/strategic-planning-group-inc-wellesley-ma-124855", "city": "Wellesley", "state": "MA", "years_registered": 15, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 146422, "name": "Street Smart Financial, LLC", "name_as_filed": "STREET SMART FINANCIAL, LLC", "url": "https://advisorcensus.com/firm/street-smart-financial-llc-lexington-ma-146422", "city": "Lexington", "state": "MA", "years_registered": 18, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 109829, "name": "Successful Money Strategies Inc", "name_as_filed": "SUCCESSFUL MONEY STRATEGIES INC", "url": "https://advisorcensus.com/firm/successful-money-strategies-inc-fall-river-ma-109829", "city": "Fall River", "state": "MA", "years_registered": 33, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 327458, "name": "Sustainable Investment Partners LLC", "name_as_filed": "SUSTAINABLE INVESTMENT PARTNERS LLC", "url": "https://advisorcensus.com/firm/sustainable-investment-partners-llc-327458", "city": null, "state": null, "years_registered": 2, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 172832, "name": "SVB Wealth", "name_as_filed": "SVB WEALTH", "url": "https://advisorcensus.com/firm/svb-wealth-boston-ma-172832", "city": "Boston", "state": "MA", "years_registered": 11, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 289362, "name": "SW Private Wealth, LLC", "name_as_filed": "SW PRIVATE WEALTH, LLC", "url": "https://advisorcensus.com/firm/sw-private-wealth-llc-needham-ma-289362", "city": "Needham", "state": "MA", "years_registered": 8, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 319355, "name": "Tableaux Wealth", "name_as_filed": "TABLEAUX WEALTH", "url": "https://advisorcensus.com/firm/tableaux-wealth-great-barrington-ma-319355", "city": "Great Barrington", "state": "MA", "years_registered": 1, "raum_band": "100m_500m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 333725, "name": "Tailwind Financial LLC", "name_as_filed": "TAILWIND FINANCIAL LLC", "url": "https://advisorcensus.com/firm/tailwind-financial-llc-southwick-ma-333725", "city": "Southwick", "state": "MA", "years_registered": 1, "raum_band": "not_reported", "compensation_types": [ "hourly", "fixed" ], "enhanced": false }, { "crd_number": 340514, "name": "Takayoshi Wealth Management LLC", "name_as_filed": "TAKAYOSHI WEALTH MANAGEMENT LLC", "url": "https://advisorcensus.com/firm/takayoshi-wealth-management-llc-newton-ma-340514", "city": "Newton", "state": "MA", "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "fixed" ], "enhanced": false }, { "crd_number": 170512, "name": "Tanin, Tunc", "name_as_filed": "TANIN, TUNC", "url": "https://advisorcensus.com/firm/tanin-tunc-cambridge-ma-170512", "city": "Cambridge", "state": "MA", "years_registered": 12, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "commissions" ], "enhanced": false }, { "crd_number": 128813, "name": "Tapparo Capital Management", "name_as_filed": "TAPPARO CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/tapparo-capital-management-topsfield-ma-128813", "city": "Topsfield", "state": "MA", "years_registered": 28, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 318444, "name": "Targeted Equity Consulting Group", "name_as_filed": "TARGETED EQUITY CONSULTING GROUP", "url": "https://advisorcensus.com/firm/targeted-equity-consulting-group-318444", "city": null, "state": null, "years_registered": 0, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed", "performance_based" ], "enhanced": false }, { "crd_number": 336139, "name": "TE Advisors LLC", "name_as_filed": "TE ADVISORS LLC", "url": "https://advisorcensus.com/firm/te-advisors-llc-quincy-ma-336139", "city": "Quincy", "state": "MA", "years_registered": 1, "raum_band": "under_25m", "compensation_types": [ "percentage_of_aum", "fixed" ], "enhanced": false }, { "crd_number": 151021, "name": "Techgen Financial", "name_as_filed": "TECHGEN FINANCIAL", "url": "https://advisorcensus.com/firm/techgen-financial-sharon-ma-151021", "city": "Sharon", "state": "MA", "years_registered": 17, "raum_band": "not_reported", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 129241, "name": "Tetschner Financial Services", "name_as_filed": "TETSCHNER FINANCIAL SERVICES", "url": "https://advisorcensus.com/firm/tetschner-financial-services-129241", "city": null, "state": null, "years_registered": 28, "raum_band": "under_25m", "compensation_types": [ "hourly", "fixed", "other" ], "enhanced": false }, { "crd_number": 105062, "name": "TFC Financial Management Inc", "name_as_filed": "TFC FINANCIAL MANAGEMENT INC", "url": "https://advisorcensus.com/firm/tfc-financial-management-inc-boston-ma-105062", "city": "Boston", "state": "MA", "years_registered": 43, "raum_band": "1b_5b", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 131629, "name": "TGA Capital Management", "name_as_filed": "TGA CAPITAL MANAGEMENT", "url": "https://advisorcensus.com/firm/tga-capital-management-braintree-ma-131629", "city": "Braintree", "state": "MA", "years_registered": 32, "raum_band": "25m_100m", "compensation_types": [ "percentage_of_aum", "hourly", "fixed" ], "enhanced": false }, { "crd_number": 291588, "name": "The Blue Oak Group, 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