WELLS FINANCIAL ADVISORS, INC.

TSW WEALTH MANAGEMENT
FRAMINGHAM, Massachusetts·2 registered advisors·CRD# 125209
SEC# 801-1166800508-655-9303
01

Firm Overview

AUM
$223M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WELLS FINANCIAL ADVISORS, INC.

2 registered advisors
Sarah Ann Wells
FRAMINGHAM, Massachusetts
Terry Bradley Wells
FRAMINGHAM, Massachusetts
05

Office Locations

FRAMINGHAM, Massachusetts
2 advisors

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Data sourced from SEC Form ADV filings. WELLS FINANCIAL ADVISORS, INC. (CRD# 125209) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.