Aafcpas Wealth Management

Aafcpas Wealth Management (CRD# 164646) is a financial advisory firm headquartered in Westborough, MA. They manage $193,200,000 in 380 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    193
    MILLION
  • Total Number of Accounts
    380
    ACCOUNTS
  • Average Account Value
    $508,421
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
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.

MA, NH

Financial Advisors at Aafcpas Wealth Management
Showing 1 - 5 of 5 top financial advisors.
1
Jonathan S. Bloom
CRD#: 4816182
50 Washington Street, Westborough, MA 01581
96
Wealthminder
score

Jonathan Bloom (CRD# 4816182) is an Investment Advisor Representative working at Aafcpas Wealth Management in Westborough, MA and has over 11 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
Andrew E. Hammond
CRD#: 4170846
50 Washington Street, Westborough, MA 01581
96
Wealthminder
score

Andrew Hammond (CRD# 4170846) is an Investment Advisor Representative working at Aafcpas Wealth Management in Westborough, MA and has over 17 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.

3
Joel Aronson
CRD#: 4298106
50 Washington Street, Westborough, MA 01581
93
Wealthminder
score

Joel Aronson (CRD# 4298106) is an Investment Advisor Representative working at Aafcpas Wealth Management in Westborough, MA and has over 17 years of experience in the finance industry.

4
Kelli M. Grew
CRD#: 6100911
50 Washington Street, Westborough, MA 01581
93
Wealthminder
score

Kelli Grew (CRD# 6100911) is an Investment Advisor Representative working at Aafcpas Wealth Management in Westborough, MA and has over 4 years of experience in the finance industry. Kelli Grew 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.

5
Carmen M. Grinkis
CRD#: 6281958
50 Washington Street, Westborough, MA 01581
90
Wealthminder
score

Carmen Grinkis (CRD# 6281958) is an Investment Advisor Representative working at Aafcpas Wealth Management 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.

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