Ebersole Financial LLC

Ebersole Financial LLC (CRD# 171009) is a financial advisory firm headquartered in Wellesley Hills, MA. They manage $5,600,000 in 29 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
10 Laurel Avenue, Second Floor, Wellesley Hills, MA 02481
https://www.ebersolefinancial.com
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    29
    ACCOUNTS
  • Average Account Value
    $193,103
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
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

Financial Advisors at Ebersole Financial LLC
Showing 1 - 1 of 1 top financial advisors.
1
Arthur Ebersole, financial advisor Wellesley Hills MA
Arthur J. Ebersole
CRD#: 6315724
10 Laurel Avenue, Second Floor, Wellesley Hills, MA 02481
90
Wealthminder
score

Arthur Ebersole (CRD# 6315724) is an Investment Advisor Representative working at Ebersole Financial LLC in Wellesley Hills, MA and has 1 year of experience in the finance industry. Arthur Ebersole 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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Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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