AdvisorOS Directory
Claim Profile
CB

Charles Swan Bean

HERITAGE FINANCIAL SERVICES, LLC·WESTWOOD, Massachusetts
Unclaimed Profile
100 LOWDER BROOK DRIVE, WESTWOOD, MA 02090CRD# 2152263Firm CRD# 127268
01

About

Charles Swan Bean is a registered financial advisor based in WESTWOOD, Massachusetts, affiliated with HERITAGE FINANCIAL SERVICES, 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
Nonprofits & Foundations
03

Firm Overview

Firm
HERITAGE FINANCIAL SERVICES, LLC
HERITAGE FINANCIAL SERVICES
AUM
$2.5B
Regulatory assets under management
Employees
44
Total firm employees
View all advisors at HERITAGE FINANCIAL SERVICES, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2152263
Firm CRD# 127268
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WESTWOOD?

Browse all registered financial advisors in WESTWOOD, Massachusetts or claim this profile if it's yours.

Browse WESTWOOD AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Charles Swan Bean offer?
Charles Swan Bean specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in WESTWOOD, Massachusetts for a consultation.
What are Charles Swan Bean's credentials?
Charles Swan Bean is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Charles Swan Bean located?
Charles Swan Bean is based in WESTWOOD, Massachusetts, working with HERITAGE FINANCIAL SERVICES, LLC. Their office serves clients in the WESTWOOD metropolitan area and surrounding communities.
How does Charles Swan Bean charge for services?
Charles Swan Bean'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 HERITAGE FINANCIAL SERVICES, LLC?
HERITAGE FINANCIAL SERVICES, LLC has approximately 44 employees and manages $2.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in WESTWOOD
William Whiting Adams — DIVIDEX MANAGEMENT LLCChristiana Leigh Fields — MEKETA INVESTMENT GROUP INCBrian Patrick Mulvey — MINOT WEALTH MANAGEMENT LLCMatthew Douglas Biggar — STAGE HARBOR FINANCIAL, LLCJohn Joseph Manley — MEKETA INVESTMENT GROUP INC
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
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile