Beaumont Financial Partners
Needham, MA·SEC-registered · CRD #322925
Beaumont Financial Partners is an SEC-registered investment advisory firm in Needham, MA managing $3.8B across 4.5k client accounts, with 15 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$3.8B
Client accounts
4.5k
Advisory staff
15
Fee model
Fee-based
How Beaumont Financial Partners is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Beaumont Financial Partners
How much does Beaumont Financial Partners manage?
Per its most recent SEC Form ADV filing (03/24/2026), Beaumont Financial Partners reports $3.8B in regulatory assets under management across roughly 4.5k client accounts.
How does Beaumont Financial Partners charge?
Beaumont Financial Partners is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Beaumont Financial Partners a fiduciary?
Yes. Beaumont Financial Partners is registered with the U.S. Securities and Exchange Commission (CRD #322925), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Beaumont Financial Partners taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Beaumont Financial Partners and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Needham, MA
Profile compiled from Beaumont Financial Partners's public SEC Form ADV filing (CRD #322925, filed 03/24/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Beaumont Financial Partners. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Beaumont Financial Partners? Claim this profile.