Business Description

Boston Retirement Advisors, LLC, is a Fee-Only Financial Planning and Investment Advisory firm with over 30 years experience, located in Salem, NH, Honolulu, HI and Bonita Springs, FL. We assist our clients with the creation and preservation of wealth strategies by custom tailoring and individually managing portfolios unique to their risk/return profile and investment time horizon. Our Financial Planning and Investment Advisory services are client-centered and comprehensive to individuals who appreciate the attention to detail and the discipline approach we bring to managing their assets. We understand Financial Planning and investment management are lifelong endeavors as contrasted with one time engagements. We believe in long term relationships and strive to continually understand clients' financial concerns and wishes. We are a Fee-Only firm, and accept no compensation or commissions from any non-client source concerning our services to clients.

General Information

Gender:

Male

CRD#:

116572

SEC File#:

801-68403

Name of Custodial Firm:

Fidelity Investments

States Licensed in:

New Hampshire, Massachusettes, Florida

Years of Experience in Financial Services:

Number of Years with Current Firm:

I work with the following types of clients:

Businesses, Individual Investors, Non-Profit Organizations

Education

Academic Background

Services

Investment Types:

Real Estate, Alternative Investments, Bonds, Stocks, Mutual Funds, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)

Qualifications & Memberships

Certifications, Accreditations & Designations:

Accredited Investment Fiduciary® (AIF), CERTIFIED FINANCIAL PLANNER (CFP®), Chartered Life Underwriter (CLU®)

Financial Organization Memberships:

National Association of Personal Financial Advisors (NAPFA), Financial Planning Association (FPA)

Firm Information

Number of Advisors in Office:

Up to 10 employees

I work with clients as part of a team:

Yes

Firm's Number of Clients:

176

Firm's Number of Planning Clients:

Firm's Number of Managed Clients:

101

Assets Managed by Firm:

$40M

Advisor's Number of Clients:

176

Advisor's Number of Managed Clients:

101

Advisor's Number of Planning Clients:

Assets Managed by Advisor:

$35M

Compliance

Registered Investment Advisor:

Yes

I am an acknowledged fiduciary:

Yes

Compliance Disclosures in Last 5 years:

I have a clean record

Criminal Disclosures in Last 5 years:

I have a clean record

Compensation & Fees

I am a fee-only financial professional:

Yes

Minimum Portfolio Size for New Managed Accounts:

no minimum

Compensation Methods:

Flat Fee, Hourly, Based on Assets

Fee % Based on Assets:

Hourly Rate:

150

Prepared By:

Paul Pignone

Most Recent Update:

08/12/2008