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Sarah Ann Wells

WELLS FINANCIAL ADVISORS, INC.·FRAMINGHAM, Massachusetts
SIE, Series 7, Series 66CFPClean record13 years registeredWELLS FINANCIAL ADVISORS, INC.
205 NEWBURY STREET, FRAMINGHAM, MA 01701CRD# 5351896Firm CRD# 125209

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Sarah Ann Wells · FRAMINGHAM, MA
Registration
CRD #5351896 · WELLS FINANCIAL ADVISORS, INC. · 13 years registered
Brand Profile
Not yet started
01

Career History

TSW WEALTH MANAGEMENT
Jul 2013 – present
WELLS FINANCIAL ADVISORS, INC.
Jul 2013 – Jul 2013
FRAMINGHAM, MA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 66
Registration record
First registered · July 17, 2013
Years registered · 13
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WELLS FINANCIAL ADVISORS, INC.
CRD 125209 · SEC 801-116680
AUM
$223M
Regulatory assets under management
Employees
5
403 client accounts
Services offered by WELLS FINANCIAL ADVISORS, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WELLS FINANCIAL ADVISORS, INC. →
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05

Frequently Asked Questions

What services does Sarah Ann Wells offer?
Sarah Ann Wells specializes in Financial Planning, Investment Management. Contact their office in FRAMINGHAM, Massachusetts for a consultation.
What are Sarah Ann Wells's credentials?
Sarah Ann Wells holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Sarah Ann Wells located?
Sarah Ann Wells is based in FRAMINGHAM, Massachusetts, working with WELLS FINANCIAL ADVISORS, INC.. Their office serves clients in the FRAMINGHAM metropolitan area and surrounding communities.
How does Sarah Ann Wells charge for services?
Sarah Ann Wells's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WELLS FINANCIAL ADVISORS, INC.?
WELLS FINANCIAL ADVISORS, INC. has approximately 5 employees and manages $223M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WELLS FINANCIAL ADVISORS, INC.

Terry Bradley Wells
FRAMINGHAM, MA
CFPChFC

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