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OUELLETTE WEALTH ADVISORY LLC

Financial Advisor serving Lexington, Massachusetts · 1 of 4 financial advisors in the area

📍 35 BEDFORD ST, LEXINGTON, MA 02420
📞 (781) 861-••••
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📍 35 BEDFORD ST, LEXINGTON, MA 02420

About OUELLETTE WEALTH ADVISORY LLC

OUELLETTE WEALTH ADVISORY LLC is a financial advisor located in Lexington, Massachusetts. As a local financial advisor, they serve Lexington and surrounding communities in Massachusetts. You can reach them through ProHorizon. Contact them through ProHorizon for a free quote.

Financial professionals in Lexington should hold relevant credentials such as CPA, CFP, or RIA registration. Check their background using FINRA BrokerCheck or the Massachusetts securities regulator before sharing any financial information.

💰 What Financial Advisors Cost in Lexington

Budget
$0.5
% of assets/year
Average
$1
% of assets/year
Premium
$2
% of assets/year

Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales. Prices in Lexington may vary based on the scope of work and provider.

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✅ Tips for Hiring Financial Advisors in Lexington

✓ Check online reviews and ratings before hiring
✓ Get multiple quotes to compare pricing
✓ Verify licensing and insurance
✓ Ask for references from recent customers

Frequently Asked Questions

How much does a financial advisor cost in Lexington?
Financial Advisors in Lexington typically charge $0.5–$2 % of assets/year. Fee-only advisors charge $150–$400/hour or 0.5%–1.5% of assets. Commission-based advisors earn from product sales.
How do I choose the best financial advisor in Lexington?
Check ratings and reviews, verify licensing and insurance, get multiple quotes, and ask about their experience with your specific needs. There are 4 financial advisors in Lexington to choose from.
Does OUELLETTE WEALTH ADVISORY LLC offer free quotes?
Contact OUELLETTE WEALTH ADVISORY LLC directly to ask about free estimates. You can also request a quote through ProHorizon.

Other Financial Advisors in Lexington

WINGATE WEALTH ADVISORS, INC.

450 BEDFORD STREET, LEXINGTON, MA 02420

INNOVATIVE ADVISORY GROUP

394 LOWELL STREET, SUITE 8, LEXINGTON, MA 02420

INNOVATIVE ADVISORY GROUP, LLC

394 LOWELL STREET, SUITE 8

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