Aafcpas Wealth Management, LLC

Aafcpas Wealth Management, LLC (CRD# 164646) is a financial advisory firm headquartered in Westborough, MA. They manage $300,800,460 in 517 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    301
    MILLION
  • Total Number of Accounts
    517
    ACCOUNTS
  • Average Account Value
    $581,819
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MA, NH, RI, TX

Financial Advisors at Aafcpas Wealth Management, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Jonathan S. Bloom
CRD#: 4816182
50 Washington Street, Westborough, MA 01581

Jonathan Bloom (CRD# 4816182) is an Investment Advisor Representative working at Aafcpas Wealth Management, LLC in Westborough, MA and has over 14 years of experience in the finance industry. Jonathan Bloom has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Carmen M. Grinkis
CRD#: 6281958
50 Washington Street, Westborough, MA 01581

Carmen Grinkis (CRD# 6281958) is an Investment Advisor Representative working at Aafcpas Wealth Management, LLC in Westborough, MA and has 1 year of experience in the finance industry. Carmen Grinkis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Andrew E. Hammond
CRD#: 4170846
50 Washington Street, Westborough, MA 01581

Andrew Hammond (CRD# 4170846) is an Investment Advisor Representative working at Aafcpas Wealth Management, LLC in Westborough, MA and has over 20 years of experience in the finance industry. Andrew Hammond has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Kevin P. Hodson
CRD#: 2691728
50 Washington Street, Westborough, MA 01581

Kevin Hodson (CRD# 2691728) is an Investment Advisor Representative working at Aafcpas Wealth Management, LLC in Westborough, MA and has over 15 years of experience in the finance industry.

5
Emily B. Levine
CRD#: 5962404
50 Washington Street, Westborough, MA 01581

Emily Levine (CRD# 5962404) is an Investment Advisor Representative working at Aafcpas Wealth Management, LLC in Westborough, MA and has over 7 years of experience in the finance industry.

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