Twelve Points Wealth Management

Twelve Points Wealth Management (CRD# 171107) is a financial advisory firm headquartered in Concord, MA. They manage $60,418,409 in 179 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    60
    MILLION
  • Total Number of Accounts
    179
    ACCOUNTS
  • Average Account Value
    $337,533
Compensation Options
  • A percentage of assets under your management
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
  • 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, NH

Financial Advisors at Twelve Points Wealth Management
Showing 1 - 5 of 5 top financial advisors.
1
Christopher A. Cahill
CRD#: 4267594
9 Pond Lane, Suite 3a, Concord, MA 01742
96
Wealthminder
score

Christopher Cahill (CRD# 4267594) is an Investment Advisor Representative working at Twelve Points Wealth Management in Concord, MA and has over 16 years of experience in the finance industry. Christopher Cahill 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
Francesca E. Federico
CRD#: 5835145
9 Pond Lane, Suite 3a, Concord, MA 01742
93
Wealthminder
score

Francesca Federico (CRD# 5835145) is an Investment Advisor Representative working at Twelve Points Wealth Management in Concord, MA and has over 6 years of experience in the finance industry.

3
Emanuel Frangiadakis
CRD#: 5810573
9 Pond Lane, Suite 3a, Concord, MA 01742
89
Wealthminder
score

Emanuel Frangiadakis (CRD# 5810573) is an Investment Advisor Representative working at Twelve Points Wealth Management in Concord, MA and has over 4 years of experience in the finance industry.

4
Jared W. Bilodeau
CRD#: 6530027
9 Pond Lane, Suite 3a, Concord, MA 01742
87
Wealthminder
score

Jared Bilodeau (CRD# 6530027) is an Investment Advisor Representative working at Twelve Points Wealth Management in Concord, MA and has over 2 years of experience in the finance industry.

5
David M. Clayman
CRD#: 2892042
9 Pond Lane, Suite 3a, Concord, MA 01742
83
Wealthminder
score

David Clayman (CRD# 2892042) is an Investment Advisor Representative working at Twelve Points Wealth Management in Concord, MA and has over 19 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.