# Financial Solutions Associates

> 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.

- CRD: 111456
- Filed as: FINANCIAL SOLUTIONS ASSOCIATES
- Legal name: Sustainable Investment Solutions, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dedham, MA
- Filing period: October 2026
- Form ADV filing dated: March 3, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/111456
- AdvisorCensus page: https://advisorcensus.com/firm/financial-solutions-associates-dedham-ma-111456

## Quick answers

**How is Financial Solutions Associates compensated?**
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).

**How much does Financial Solutions Associates charge?**
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.

**Where is Financial Solutions Associates located?**
Financial Solutions Associates' principal office is in Dedham, MA, according to its Form ADV.

**Is Financial Solutions Associates registered with the SEC or a state?**
Financial Solutions Associates is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 111456.

**How much does Financial Solutions Associates manage?**
Financial Solutions Associates reports $152,935,812 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (100% discretionary).

**How have Financial Solutions Associates' assets and staff changed since 2021?**
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.

**What types of clients does Financial Solutions Associates serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (109); high net worth individuals (65).

**Which custodians does Financial Solutions Associates use?**
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.

**Does Financial Solutions Associates 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/111456

**Does Financial Solutions Associates state an account minimum?**
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."

**What changed in Financial Solutions Associates' recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $136,011,284 to $152,935,812 (+12%).

## 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 March 3, 2026)

- 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

> The following fee schedule generally applies to assets managed by the advisor: Account Value Per Quarter Annualized $0 to $999,999 0.2500% 1.00% $1,000,000 to $4,999,999 0.2125% 0.85% $5,000,000 + 0.1875% 0.75%

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> The minimum investment size for new clients is $500,000. This may be altered at the advisor’s discretion.

- Flat fee: up to $10,000 (Financial planning services)

> 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

- Hourly rate: $300 an hour (Financial planning services)

> 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.

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: $152,935,812
- Discretionary: $152,935,812
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 109 | $38,528,308 |
| High net worth individuals | 65 | $114,407,504 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 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)
- financialsolutions.net
- sustainableinvestmentsolutions.net
- LinkedIn @alexander-burke-cfp®-b1221b13

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $113,379,574 | 1 | March 24, 2021 |
| October 2022 | $130,600,885 | 1 | March 16, 2022 |
| October 2023 | $112,459,983 | 1 | March 22, 2023 |
| October 2024 | $126,238,313 | 1 | March 22, 2024 |
| October 2025 | $136,011,284 | 1 | March 5, 2025 |
| October 2026 | $152,935,812 | 1 | March 3, 2026 |

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.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $136,011,284 to $152,935,812 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Financial Solutions Associates (CRD 111456): Form ADV filing data as of October 2026.