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 11 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 15 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 3 years of experience in the finance industry.

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