Financially In Tune

Financially In Tune (CRD# 156200) is a financial advisory firm headquartered in Wakefield, MA. They manage $47,060,549 in 333 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    47
    MILLION
  • Total Number of Accounts
    333
    ACCOUNTS
  • Average Account Value
    $141,323
Compensation Options
  • Hourly charges
  • 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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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 Financially In Tune
Showing 1 - 3 of 3 top financial advisors.
1
Philip C. Lee
CRD#: 4551413
607 North Avenue, Door 18 Floor 2, Wakefield, MA 01880
96
Wealthminder
score

Philip Lee (CRD# 4551413) is an Investment Advisor Representative working at Financially In Tune in Wakefield, MA and has over 16 years of experience in the finance industry. Philip Lee 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
Jeanne G. Sullivan
CRD#: 1887387
607 North Avenue, Door 18 Floor 2, Wakefield, MA 01880
96
Wealthminder
score

Jeanne Sullivan (CRD# 1887387) is an Investment Advisor Representative working at Financially In Tune in Wakefield, MA and has over 29 years of experience in the finance industry. Jeanne Sullivan 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
Amanda A. Magee
CRD#: 6546744
607 North Avenue, Door 18 Floor 2, Wakefield, MA 01880
89
Wealthminder
score

Amanda Magee (CRD# 6546744) is an Investment Advisor Representative working at Financially In Tune in Wakefield, MA and has over 3 years of experience in the finance industry.

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