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Henry Jefferds Wheelwright

STABLEPOINT PARTNERS, LLC·BRAINTREE, Massachusetts
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45 BRAINTREE HILL PARK, BRAINTREE, MA 02184CRD# 4420164Firm CRD# 328503
01

About

Henry Jefferds Wheelwright is a registered financial advisor based in BRAINTREE, Massachusetts, affiliated with STABLEPOINT PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
STABLEPOINT PARTNERS, LLC
STABLEPOINT PARTNERS, LLC
AUM
$535M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at STABLEPOINT PARTNERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4420164
Firm CRD# 328503
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Henry Jefferds Wheelwright offer?
Henry Jefferds Wheelwright specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in BRAINTREE, Massachusetts for a consultation.
What are Henry Jefferds Wheelwright's credentials?
Henry Jefferds Wheelwright is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Henry Jefferds Wheelwright located?
Henry Jefferds Wheelwright is based in BRAINTREE, Massachusetts, working with STABLEPOINT PARTNERS, LLC. Their office serves clients in the BRAINTREE metropolitan area and surrounding communities.
How does Henry Jefferds Wheelwright charge for services?
Henry Jefferds Wheelwright's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is STABLEPOINT PARTNERS, LLC?
STABLEPOINT PARTNERS, LLC has approximately 6 employees and manages $535M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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