{
  "crd_number": 111456,
  "slug": "financial-solutions-associates-dedham-ma-111456",
  "primary_business_name": "FINANCIAL SOLUTIONS ASSOCIATES",
  "legal_name": "SUSTAINABLE INVESTMENT SOLUTIONS, LLC",
  "dbas": [],
  "city": "Dedham",
  "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": "2021-04-23",
  "years_registered": 5,
  "period": "2026-10-01",
  "filing_date": "2026-03-03",
  "carried_forward": false,
  "raum_total": 152935812.0,
  "raum_discretionary": 152935812.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 1,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 38528308.0,
      "count": 109
    },
    "high_net_worth_individuals": {
      "raum": 114407504.0,
      "count": 65
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CA",
    "FL",
    "MA",
    "ME",
    "NH",
    "NY",
    "TX"
  ],
  "websites": [
    "https://financialsolutions.net",
    "https://linkedin.com/in/alexander-burke-cfp%C2%AE-b1221b13",
    "https://sustainableinvestmentsolutions.net"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/111456",
  "city_as_filed": "DEDHAM",
  "url": "https://advisorcensus.com/firm/financial-solutions-associates-dedham-ma-111456",
  "display_name": "Financial Solutions Associates",
  "summary": "Financial Solutions Associates is an SEC-registered investment advisory firm in Dedham, MA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 3, 2026.",
  "citation": "AdvisorCensus. Financial Solutions Associates (CRD 111456): 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"
  ],
  "quick_answers": [
    {
      "q": "How is Financial Solutions Associates compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Financial Solutions Associates reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Financial Solutions Associates charge?",
      "a": "Its Form ADV Part 2A brochure dated March 3, 2026 states: Up to $999,999: 1% a year; $1,000,000 to $4,999,999: 0.85% a year; Above $5,000,000: 0.75% a year; Flat fee: up to $10,000 (Financial planning services); Hourly rate: $300 an hour (Financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Financial Solutions Associates located?",
      "a": "Financial Solutions Associates' principal office is in Dedham, MA, according to its Form ADV."
    },
    {
      "q": "Is Financial Solutions Associates registered with the SEC or a state?",
      "a": "Financial Solutions Associates is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 111456."
    },
    {
      "q": "How much does Financial Solutions Associates manage?",
      "a": "Financial Solutions Associates reports $152,935,812 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (100% discretionary)."
    },
    {
      "q": "How have Financial Solutions Associates' assets and staff changed since 2021?",
      "a": "In the Form ADV data for Financial Solutions Associates: Regulatory assets under management: $113,379,574 in the October 2021 data and $152,935,812 in the October 2026 data, up 35%. Total employees: 1 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Financial Solutions Associates serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (109); high net worth individuals (65)."
    },
    {
      "q": "Which custodians does Financial Solutions Associates use?",
      "a": "Financial Solutions Associates' 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 Financial Solutions Associates 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/111456"
    },
    {
      "q": "Does Financial Solutions Associates state an account minimum?",
      "a": "Its Form ADV Part 2A brochure dated March 3, 2026 says: \"The minimum investment size for new clients is $500,000. This may be altered at the advisor’s discretion.\""
    },
    {
      "q": "What changed in Financial Solutions Associates' recent Form ADV filings?",
      "a": "In the April 2026 filing data: Regulatory assets under management went from $136,011,284 to $152,935,812 (+12%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 113379574.0,
      "total_employees": 1,
      "filing_date": "2021-03-24"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 130600885.0,
      "total_employees": 1,
      "filing_date": "2022-03-16"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 112459983.0,
      "total_employees": 1,
      "filing_date": "2023-03-22"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 126238313.0,
      "total_employees": 1,
      "filing_date": "2024-03-22"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 136011284.0,
      "total_employees": 1,
      "filing_date": "2025-03-05"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 152935812.0,
      "total_employees": 1,
      "filing_date": "2026-03-03"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-04-01",
      "period_label": "April 2026",
      "notes": [
        "Regulatory assets under management went from $136,011,284 to $152,935,812 (+12%)."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 3, 2026",
    "provided_by_the_firm": false,
    "tiers": [
      {
        "band": "Up to $999,999",
        "rate": "1%"
      },
      {
        "band": "$1,000,000 to $4,999,999",
        "rate": "0.85%"
      },
      {
        "band": "Above $5,000,000",
        "rate": "0.75%"
      }
    ],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": "$500,000",
    "account_minimum_may_be_waived": true,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Flat fee: up to $10,000 (Financial planning services)",
      "Hourly rate: $300 an hour (Financial planning services)"
    ],
    "figures": [
      {
        "label": "Fee schedule",
        "statements": [
          "Up to $999,999: 1% a year",
          "$1,000,000 to $4,999,999: 0.85% a year",
          "Above $5,000,000: 0.75% a year"
        ],
        "quotes": [
          "The following fee schedule generally applies to assets managed by the advisor: \n \nAccount Value Per Quarter Annualized \n$0 to $999,999 0.2500% 1.00% \n$1,000,000 to $4,999,999 0.2125% 0.85% \n$5,000,000 + 0.1875% 0.75%"
        ]
      },
      {
        "label": "Account minimum",
        "statements": [
          "Account minimum: $500,000 (the brochure says it may be waived or negotiated)"
        ],
        "quotes": [
          "The minimum investment size for new clients is $500,000. This may be altered at the advisor’s discretion."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Flat fee: up to $10,000 (Financial planning services)"
        ],
        "quotes": [
          "Financial planning services are offered on a flat or hourly fee basis to clients who are not interested in investment advisory services. Our maximum flat fee will not exceed $10,000"
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Hourly rate: $300 an hour (Financial planning services)"
        ],
        "quotes": [
          "Financial planning services are offered on a flat or hourly fee basis to clients who are not interested in investment advisory services. Our maximum flat fee will not exceed $10,000 and our hourly rate is $300."
        ]
      }
    ],
    "values": {
      "tiers": [
        {
          "min": 0.0,
          "max": 999999.0,
          "rate_pct": 1.0
        },
        {
          "min": 1000000.0,
          "max": 4999999.0,
          "rate_pct": 0.85
        },
        {
          "min": 5000000.0,
          "max": null,
          "rate_pct": 0.75
        }
      ],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": 500000.0,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "flat",
          "amount": null,
          "min": null,
          "max": 10000.0,
          "period": "one_time",
          "service": "Financial planning services"
        },
        {
          "kind": "hourly",
          "amount": 300.0,
          "min": null,
          "max": null,
          "period": "hour",
          "service": "Financial planning services"
        }
      ]
    },
    "quotes": [
      "The following fee schedule generally applies to assets managed by the advisor: \n \nAccount Value Per Quarter Annualized \n$0 to $999,999 0.2500% 1.00% \n$1,000,000 to $4,999,999 0.2125% 0.85% \n$5,000,000 + 0.1875% 0.75%",
      "The minimum investment size for new clients is $500,000. This may be altered at the advisor’s discretion.",
      "Financial planning services are offered on a flat or hourly fee basis to clients who are not interested in investment advisory services. Our maximum flat fee will not exceed $10,000",
      "Financial planning services are offered on a flat or hourly fee basis to clients who are not interested in investment advisory services. Our maximum flat fee will not exceed $10,000 and our hourly rate is $300."
    ],
    "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/financial-solutions-associates-dedham-ma-111456.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 109,
      "fewer_than_5": false,
      "raum": 38528308.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 65,
      "fewer_than_5": false,
      "raum": 114407504.0
    }
  ],
  "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/111456",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}