Boston Standard Wealth Management, LLC

Boston Standard Wealth Management, LLC (CRD# 156452) is a financial advisory firm headquartered in Winchester, MA. They manage $108,673,604 in 1,398 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    109
    MILLION
  • Total Number of Accounts
    1,398
    ACCOUNTS
  • Average Account Value
    $77,735
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • 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.

CA, FL, MA, ME, NC, NH, NY

Financial Advisors at Boston Standard Wealth Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Lee G. Eudy
CRD#: 4673674
31 Church St. # 3, Winchester, MA 01890
96
Wealthminder
score

Lee Eudy (CRD# 4673674) is an Investment Advisor Representative working at Boston Standard Wealth Management, LLC in Winchester, MA and has over 13 years of experience in the finance industry. Lee Eudy 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
Robert W. Tafuri
CRD#: 4656056
31 Church St. # 3, Winchester, MA 01890
96
Wealthminder
score

Robert Tafuri (CRD# 4656056) is an Investment Advisor Representative working at Boston Standard Wealth Management, LLC in Winchester, MA and has over 13 years of experience in the finance industry. Robert Tafuri 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
Zachary C. Bouchard
CRD#: 4656054
31 Church St. # 3, Winchester, MA 01890
48
Wealthminder
score

Zachary Bouchard (CRD# 4656054) is an Investment Advisor Representative working at Boston Standard Wealth Management, LLC in Winchester, MA and has over 13 years of experience in the finance industry.

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