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Belmont Financial/Belmont Financial Planning (Belmont)


Belmont Financial/Belmont Financial Planning is a large advisory firm based in Belmont. It manages $36 million of regulatory assets for 229 client accounts. It has been registered with the SEC as an adviser since 2001.




Belmont Financial/Belmont Financial Planning provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Belmont Financial/Belmont Financial Planning: assets under management

The assets under management (AUM) of Belmont Financial/Belmont Financial Planning is $36 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $31 million in discretionary accounts and $5 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $137.78 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.25 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Belmont Financial/Belmont Financial Planning for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Belmont

The principal office where Belmont Financial/Belmont Financial Planning performs its advisory services is located at 30 Church St Suite 320, Belmont, MA 02478, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 617-489-0040 or by fax 617-489-2520. The normal business hours are 8:30am to 5:30pm on Monday - Friday.


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