Wells Financial Advisors, Inc.

Wells Financial Advisors, Inc. (CRD# 125209) is a financial advisory firm headquartered in Framingham, MA. They manage $83,468,370 in 328 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    83
    MILLION
  • Total Number of Accounts
    328
    ACCOUNTS
  • Average Account Value
    $254,477
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
  • Pension consulting services
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.

FL, MA, TX

Financial Advisors at Wells Financial Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Terry B. Wells
CRD#: 2147013
161 Worcester Road, Suite 205, Framingham, MA 01701
96
Wealthminder
score

Terry Wells (CRD# 2147013) is an Investment Advisor Representative working at Wells Financial Advisors, Inc. in Framingham, MA and has over 25 years of experience in the finance industry. Terry Wells 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
Sarah A. Wells
CRD#: 5351896
161 Worcester Road, Suite 205, Framingham, MA 01701
93
Wealthminder
score

Sarah Wells (CRD# 5351896) is an Investment Advisor Representative working at Wells Financial Advisors, Inc. in Framingham, MA and has over 4 years of experience in the finance industry. Sarah Wells 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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