Walnut Hill Advisors, LLC

Walnut Hill Advisors, LLC (CRD# 152729) is a financial advisory firm headquartered in Belmont, MA. They manage $12,779,827 in 169 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    169
    ACCOUNTS
  • Average Account Value
    $75,620
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
  • 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

Financial Advisors at Walnut Hill Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Christopher Grande
CRD#: 2616253
90 Concord Ave, 3rd Floor , Belmont, MA 02478
104
Wealthminder
score

We help people develop a comprehensive, written, lifetime financial strategy and help keep them accountable to their plan. Our "product" is threefold:

1. Organization
2. Advice & Planning
3. Accountability
 

Our primary way to accomplish this is by using our technology to get you organized, developing a comprehensive living financial strategy, and keeping you accountable to your plans and goals.

We deliver this through a team of professionals: planners, CPAs, Attorneys, Realtors, Banking Specialists, healthcare and Medicare experts all coordinating your plan into something that works harmoniously for your benefit.

 

Thanks for reading.

 

Warmly,

 

Chris Grande, MSIM, RMA®

Principal

For some articles on various topics go to my website articles section:
http://snip.ly/XuFt

To schedule a phone/video call:
http://wha.setmore.com/
 

 

Christopher Grande, MSIM, RMA® (CRD# 2616253) is Principal of Walnut Hill Advisors, LLC in Belmont, MA and has 22 years of experience in the finance industry.

 

Chris holds a Masters Degree in Investment Management from the Questrom School of Business (BU), an undergraduate dual degree from Tufts University, and a Certificate in Financial Planning from the College for Financial Planning. He holds the RMA® designation highlighting his focus on retirement planning from the House Balance Sheet point of view - safety first. 

2
Alfred L. Angelici
CRD#: 2736433
90 Concord Ave, 3rd Floor (c/o Law Office Of Dale Tamburro), Belmont, MA 02478
90
Wealthminder
score

Alfred Angelici (CRD# 2736433) is an Investment Advisor Representative working at Walnut Hill Advisors, LLC in Belmont, MA and has over 5 years of experience in the finance industry.

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Disclosure
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.