# Boston Standard Wealth Management, LLC

> 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.

- CRD: 156452
- Filed as: BOSTON STANDARD WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Winchester, MA
- Filing period: October 2026
- Form ADV filing dated: August 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/156452
- AdvisorCensus page: https://advisorcensus.com/firm/boston-standard-wealth-management-llc-winchester-ma-156452

## Quick answers

**How is Boston Standard Wealth Management, LLC compensated?**
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).

**How much does Boston Standard Wealth Management, LLC charge?**
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.

**Where is Boston Standard Wealth Management, LLC located?**
Boston Standard Wealth Management, LLC's principal office is in Winchester, MA, according to its Form ADV.

**Is Boston Standard Wealth Management, LLC registered with the SEC or a state?**
Boston Standard Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2015. Status as filed: Approved. CRD 156452.

**How much does Boston Standard Wealth Management, LLC manage?**
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).

**How have Boston Standard Wealth Management, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Boston Standard Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (216); high net worth individuals (177).

**Which custodians does Boston Standard Wealth Management, LLC use?**
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.

**Does Boston Standard Wealth Management, LLC report any disciplinary disclosures?**
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

**Does Boston Standard Wealth Management, LLC state an account minimum?**
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."

**What changed in Boston Standard Wealth Management, LLC's recent Form ADV filings?**
In the September 2026 filing data: Employees performing advisory functions went from 4 to 5.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated August 3, 2026)

- Account minimum: None

> We do not generally impose a minimum portfolio value for conventional investment advisory services or a minimum fee.

- Minimum annual fee: None

> We do not generally impose a minimum portfolio value for conventional investment advisory services or a minimum fee.

- Flat fee: $1,000 to $5,000 a year (financial planning services)

> 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.

- Hourly rate: $350 an hour (financial planning services)

> 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.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $647,622,502
- Discretionary: $647,622,502
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 216 | $94,124,323 |
| High net worth individuals | 177 | $553,498,179 |

### Advisory services (Item 5.G)
- 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

### Firm details
- Registered since: 2015 (11 years)
- Employees: 6 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, MA, ME, NH, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- bostonstandardwealth.com
- LinkedIn @BOSTON-STANDARD-WEALTH-MANAGEMENT

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $312,822,713 | 5 | February 10, 2021 |
| October 2022 | $374,932,485 | 5 | February 17, 2022 |
| October 2023 | $368,366,569 | 5 | September 28, 2023 |
| October 2024 | $451,523,150 | 5 | August 12, 2024 |
| October 2025 | $549,546,666 | 5 | February 4, 2025 |
| October 2026 | $647,622,502 | 6 | August 3, 2026 |

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.

## Changes in the filing (last 12 months)

### September 2026
- Employees performing advisory functions went from 4 to 5.

### February 2026
- Regulatory assets under management went from $549,546,666 to $647,622,502 (+18%).
- Updated its list of owners and control persons (Schedule A).

### January 2026
- No longer registered or notice-filed in LA.

### December 2025
- Registered or notice-filed in TX.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Boston Standard Wealth Management, LLC (CRD 156452): Form ADV filing data as of October 2026.