{
  "crd_number": 156452,
  "slug": "boston-standard-wealth-management-llc-winchester-ma-156452",
  "primary_business_name": "BOSTON STANDARD WEALTH MANAGEMENT, LLC",
  "legal_name": "BOSTON STANDARD WEALTH MANAGEMENT, LLC",
  "dbas": [],
  "city": "Winchester",
  "state": "MA",
  "country": "United States",
  "cbsa_code": "14460",
  "metro": {
    "cbsa_code": "14460",
    "common_name": "Boston",
    "msa_name": "Boston-Cambridge-Newton, MA-NH",
    "path": "/advisors/ma/boston"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2015-03-26",
  "years_registered": 11,
  "period": "2026-10-01",
  "filing_date": "2026-08-03",
  "carried_forward": false,
  "raum_total": 647622502.0,
  "raum_discretionary": 647622502.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "500m_1b",
  "raum_band_label": "$500 million to $1 billion",
  "total_employees": 6,
  "advisory_employees": 5,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 94124323.0,
      "count": 216
    },
    "high_net_worth_individuals": {
      "raum": 553498179.0,
      "count": 177
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_businesses_institutional",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "MA",
    "ME",
    "NH",
    "NY",
    "TX"
  ],
  "websites": [
    "https://bostonstandardwealth.com",
    "https://linkedin.com/company/BOSTON-STANDARD-WEALTH-MANAGEMENT"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/156452",
  "city_as_filed": "WINCHESTER",
  "url": "https://advisorcensus.com/firm/boston-standard-wealth-management-llc-winchester-ma-156452",
  "display_name": "Boston Standard Wealth Management, LLC",
  "summary": "Boston Standard Wealth Management, LLC is an SEC-registered investment advisory firm in Winchester, MA, registered since 2015, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated August 3, 2026.",
  "citation": "AdvisorCensus. Boston Standard Wealth Management, LLC (CRD 156452): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Portfolio management for businesses (other than small businesses) or institutional clients",
    "Pension consulting services"
  ],
  "quick_answers": [
    {
      "q": "How is Boston Standard Wealth Management, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Boston Standard Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Boston Standard Wealth Management, LLC charge?",
      "a": "Its Form ADV Part 2A brochure dated August 3, 2026 states: Flat fee: $1,000 to $5,000 a year (financial planning services); Hourly rate: $350 an hour (financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Boston Standard Wealth Management, LLC located?",
      "a": "Boston Standard Wealth Management, LLC's principal office is in Winchester, MA, according to its Form ADV."
    },
    {
      "q": "Is Boston Standard Wealth Management, LLC registered with the SEC or a state?",
      "a": "Boston Standard Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 156452."
    },
    {
      "q": "How much does Boston Standard Wealth Management, LLC manage?",
      "a": "Boston Standard Wealth Management, LLC reports $647,622,502 in regulatory assets under management in its Form ADV filing dated August 3, 2026 (100% discretionary)."
    },
    {
      "q": "How have Boston Standard Wealth Management, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Boston Standard Wealth Management, LLC: Regulatory assets under management: $312,822,713 in the October 2021 data and $647,622,502 in the October 2026 data, up 107%. Total employees: 5 in October 2021 and 6 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Boston Standard Wealth Management, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (216); high net worth individuals (177)."
    },
    {
      "q": "Which custodians does Boston Standard Wealth Management, LLC use?",
      "a": "Boston Standard Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Boston Standard Wealth Management, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/156452"
    },
    {
      "q": "Does Boston Standard Wealth Management, LLC state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated August 3, 2026 says: \"We do not generally impose a minimum portfolio value for conventional investment advisory services or a minimum fee.\""
    },
    {
      "q": "What changed in Boston Standard Wealth Management, LLC's recent Form ADV filings?",
      "a": "In the September 2026 filing data: Employees performing advisory functions went from 4 to 5."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 312822713.0,
      "total_employees": 5,
      "filing_date": "2021-02-10"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 374932485.0,
      "total_employees": 5,
      "filing_date": "2022-02-17"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 368366569.0,
      "total_employees": 5,
      "filing_date": "2023-09-28"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 451523150.0,
      "total_employees": 5,
      "filing_date": "2024-08-12"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 549546666.0,
      "total_employees": 5,
      "filing_date": "2025-02-04"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 647622502.0,
      "total_employees": 6,
      "filing_date": "2026-08-03"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-09-01",
      "period_label": "September 2026",
      "notes": [
        "Employees performing advisory functions went from 4 to 5."
      ]
    },
    {
      "period": "2026-02-01",
      "period_label": "February 2026",
      "notes": [
        "Regulatory assets under management went from $549,546,666 to $647,622,502 (+18%).",
        "Updated its list of owners and control persons (Schedule A)."
      ]
    },
    {
      "period": "2026-01-01",
      "period_label": "January 2026",
      "notes": [
        "No longer registered or notice-filed in LA."
      ]
    },
    {
      "period": "2025-12-01",
      "period_label": "December 2025",
      "notes": [
        "Registered or notice-filed in TX."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated August 3, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "None",
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": "None",
    "planning_fees": [
      "Flat fee: $1,000 to $5,000 a year (financial planning services)",
      "Hourly rate: $350 an hour (financial planning services)"
    ],
    "figures": [
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: None"
        ],
        "quotes": [
          "We do not generally impose a minimum portfolio value for conventional investment advisory services or a minimum fee."
        ]
      },
      {
        "label": "Minimum annual fee",
        "statements": [
          "Minimum annual fee: None"
        ],
        "quotes": [
          "We do not generally impose a minimum portfolio value for conventional investment advisory services or a minimum fee."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: $1,000 to $5,000 a year (financial planning services)"
        ],
        "quotes": [
          "For clients who request financial planning services, w e assess an annual fixed fee that is agreed upon at the inception of the engagement. In the first year, the fee normally ranges from $1,000 to $5,000."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $350 an hour (financial planning services)"
        ],
        "quotes": [
          "For purposes of calculating refunds, the fee for all work performed by us up to the point of termination shall be calculated at our hourly rate of $350 or the hourly rate in effect at the time of termination."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 0.0,
      "minimum_annual_fee": 0.0,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": 1000.0,
          "max": 5000.0,
          "period": "annual",
          "service": "financial planning services"
        },
        {
          "kind": "hourly",
          "amount": 350.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "financial planning services"
        }
      ]
    },
    "quotes": [
      "We do not generally impose a minimum portfolio value for conventional investment advisory services or a minimum fee.",
      "We do not generally impose a minimum portfolio value for conventional investment advisory services or a minimum fee.",
      "For clients who request financial planning services, w e assess an annual fixed fee that is agreed upon at the inception of the engagement. In the first year, the fee normally ranges from $1,000 to $5,000.",
      "For purposes of calculating refunds, the fee for all work performed by us up to the point of termination shall be calculated at our hourly rate of $350 or the hourly rate in effect at the time of termination."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/boston-standard-wealth-management-llc-winchester-ma-156452.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 216,
      "fewer_than_5": false,
      "raum": 94124323.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 177,
      "fewer_than_5": false,
      "raum": 553498179.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/156452",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}