Catalyst Financial Partners
Boston, MA·SEC-registered · CRD #299335
Catalyst Financial Partners is an SEC-registered investment advisory firm in Boston, MA managing $1.7B across 1.4k client accounts, with 6 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.7B
Client accounts
1.4k
Advisory staff
6
Fee model
Fee-only
How Catalyst Financial Partners is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
BEFORE YOU CALL CATALYST FINANCIAL PARTNERS
See how Catalyst compares to your best-matched advisor
Answer a few questions and we'll match you with vetted fiduciary advisors screened for your goals, assets, and fees — then you can compare them side by side with Catalyst Financial Partners. Free, about 2 minutes, no obligation.
Client reviews
No reviews yet
Worked with Catalyst Financial Partners? Be the first to share your experience — every review is verified by a human before publishing.
Reviews are written by site users and human-moderated for authenticity; they are never provided or paid for by the firm. Star ratings reflect only published user reviews on AdvisoryReviews.
Common questions about Catalyst Financial Partners
How much does Catalyst Financial Partners manage?
Per its most recent SEC Form ADV filing (04/20/2026), Catalyst Financial Partners reports $1.7B in regulatory assets under management across roughly 1.4k client accounts.
How does Catalyst Financial Partners charge?
Catalyst Financial Partners is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Catalyst Financial Partners a fiduciary?
Yes. Catalyst Financial Partners is registered with the U.S. Securities and Exchange Commission (CRD #299335), 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 Catalyst 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 Catalyst Financial Partners and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Boston, MA
Profile compiled from Catalyst Financial Partners's public SEC Form ADV filing (CRD #299335, filed 04/20/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Catalyst 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 Catalyst Financial Partners? Claim this profile.