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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