# Flagship Wealth Advisors, LLC.

> Flagship Wealth Advisors, LLC. is an SEC-registered investment advisory firm in Wakefield, MA, registered since 2017, reporting $500 million to $1 billion in regulatory assets under management in its Form ADV filing dated April 21, 2026.

- CRD: 131962
- Filed as: FLAGSHIP WEALTH ADVISORS, LLC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Wakefield, MA
- Filing period: October 2026
- Form ADV filing dated: April 21, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/131962
- AdvisorCensus page: https://advisorcensus.com/firm/flagship-wealth-advisors-llc-wakefield-ma-131962

## Quick answers

**How is Flagship Wealth Advisors, LLC. compensated?**
On its Form ADV (Item 5.E, October 2026), Flagship Wealth Advisors, LLC. reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**How much does Flagship Wealth Advisors, LLC. charge?**
Its Form ADV Part 2A brochure dated April 1, 2026 states: Flat fee: $1,500 to $25,000 (broad based planning services); Hourly rate: $150 to $350 an hour (specific services…). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Flagship Wealth Advisors, LLC. located?**
Flagship Wealth Advisors, LLC.'s principal office is in Wakefield, MA, according to its Form ADV.

**Is Flagship Wealth Advisors, LLC. registered with the SEC or a state?**
Flagship Wealth Advisors, LLC. is an SEC-registered investment advisory firm, registered since 2017. Status as filed: Approved. CRD 131962.

**How much does Flagship Wealth Advisors, LLC. manage?**
Flagship Wealth Advisors, LLC. reports $748,622,409 in regulatory assets under management in its Form ADV filing dated April 21, 2026 (98% discretionary).

**How have Flagship Wealth Advisors, LLC.'s assets and staff changed since 2021?**
In the Form ADV data for Flagship Wealth Advisors, LLC.: Regulatory assets under management: $253,124,238 in the October 2021 data and $748,622,409 in the October 2026 data, up 196%. Total employees: 9 in October 2021 and 7 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Flagship Wealth Advisors, LLC. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (261); high net worth individuals (217); pension and profit sharing plans (but not the plan participants or government pension plans) (4).

**Does Flagship Wealth Advisors, 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/131962

**What changed in Flagship Wealth Advisors, LLC.'s recent Form ADV filings?**
In the May 2026 filing data: Regulatory assets under management went from $607,544,183 to $748,622,409 (+23%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated April 1, 2026)

- Flat fee: $1,500 to $25,000 (broad based planning services)

> Fixed Fees: FWA will charge a fixed fee of $1,500.00 to $25,000.00, for broad based planning services.

- Hourly rate: $150 to $350 an hour (specific services…)

> Hourly Fees: FWA charges an hourly fee of $150 - $350 for clients who request specific services (such as a modular plan or hourly consulting services)

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

### Regulatory assets under management (Item 5.F)
- Total: $748,622,409
- Discretionary: $732,204,802
- Non-discretionary: $16,417,607

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 261 | $75,496,240 |
| High net worth individuals | 217 | $668,683,625 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 4 | $4,442,544 |

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

### Firm details
- Registered since: 2017 (8 years)
- Employees: 7 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CT, FL, GA, MA, ME, NH, NJ, NY, RI, TX, VT
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- flagshipwealthadvisors.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $253,124,238 | 9 | April 26, 2021 |
| October 2022 | $291,087,472 | 7 | March 31, 2022 |
| October 2023 | $288,736,700 | 7 | March 31, 2023 |
| October 2024 | $421,286,262 | 7 | March 28, 2024 |
| October 2025 | $607,544,183 | 7 | March 31, 2025 |
| October 2026 | $748,622,409 | 7 | April 21, 2026 |

Regulatory assets under management: $253,124,238 in the October 2021 data and $748,622,409 in the October 2026 data, up 196%.
Total employees: 9 in October 2021 and 7 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Regulatory assets under management went from $607,544,183 to $748,622,409 (+23%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Flagship Wealth Advisors, LLC. (CRD 131962): Form ADV filing data as of October 2026.