# Bostonnorth Financial Services, Inc.

> Bostonnorth Financial Services, Inc. is a state-registered investment advisory firm in Andover, MA, registered since 1999, with no regulatory assets under management reported in its Form ADV filing dated January 27, 2026.

- CRD: 120304
- Filed as: BOSTONNORTH FINANCIAL SERVICES, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Andover, MA
- Filing period: October 2026
- Form ADV filing dated: January 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/120304
- AdvisorCensus page: https://advisorcensus.com/firm/bostonnorth-financial-services-inc-andover-ma-120304

## Quick answers

**How is Bostonnorth Financial Services, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Bostonnorth Financial Services, Inc. reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Bostonnorth Financial Services, Inc. located?**
Bostonnorth Financial Services, Inc.'s principal office is in Andover, MA, according to its Form ADV.

**Is Bostonnorth Financial Services, Inc. registered with the SEC or a state?**
Bostonnorth Financial Services, Inc. is a state-registered investment advisory firm, registered since 1999. Status as filed: APPROVED. CRD 120304.

**Does Bostonnorth Financial Services, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/120304

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

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

### Firm details
- Registered since: 1999 (27 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Bostonnorth Financial Services, Inc. (CRD 120304): Form ADV filing data as of October 2026.