Finer Wealth Management, Inc.

Finer Wealth Management, Inc. (CRD# 129987) is a financial advisory firm headquartered in Salem, MA. They manage $52,478,415 in 319 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    52
    MILLION
  • Total Number of Accounts
    319
    ACCOUNTS
  • Average Account Value
    $164,509
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
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 Finer Wealth Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Gary M. Coon
CRD#: 6018133
530 Loring Avenue, Suite 302, Salem, MA 01970
90
Wealthminder
score

Gary Coon (CRD# 6018133) is an Investment Advisor Representative working at Finer Wealth Management, Inc. in Salem, MA and has over 4 years of experience in the finance industry.

2
Michael S. Finer
CRD#: 2657455
530 Loring Ave, Suite 302, Salem, MA 01970
90
Wealthminder
score

Michael Finer (CRD# 2657455) is an Investment Advisor Representative working at Finer Wealth Management, Inc. in Salem, MA and has 1 year of experience in the finance industry. Michael Finer 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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