Aafcpas Wealth Management

Aafcpas Wealth Management (CRD# 164646) is a financial advisory firm headquartered in Wellesley, MA. They manage $163,300,000 in 430 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    163
    MILLION
  • Total Number of Accounts
    430
    ACCOUNTS
  • Average Account Value
    $379,767
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.

CO, MA, NH

Financial Advisors at Aafcpas Wealth Management
Showing 1 - 4 of 4 top financial advisors.
1
Brian A. Joyce
CRD#: 4797762
1635 Foxtrail Drive, Loveland, CO 80538
96
Wealthminder
score

Brian Joyce (CRD# 4797762) is an Investment Advisor Representative working at Aafcpas Wealth Management in Loveland, CO and has over 12 years of experience in the finance industry. Brian Joyce 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
Joel Aronson
CRD#: 4298106
57 River Street, Suite 301, Wellesley, MA 02481
93
Wealthminder
score

Joel Aronson (CRD# 4298106) is an Investment Advisor Representative working at Aafcpas Wealth Management in Wellesley, MA and has over 16 years of experience in the finance industry.

3
Carmen M. Grinkis
CRD#: 6281958
21 East Main 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.

4
Kelli M. Grew
CRD#: 6100911
57 River Street, Suite 301, Wellesley, MA 02481
89
Wealthminder
score

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

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.