RIA Intel›Advisers›Massachusetts›FG&G FINANCIAL SERVICES, LLC

FG&G FINANCIAL SERVICES, LLC

Advisory

DANVERS, MA

Data as of Mar 4, 2026 · Source: SEC Form ADV

Rank in MA

#1,385

of 1,590 advisers by AUM

Average account

$500K

across 31 accounts

AUM per adviser

$8M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 4, 2026.

Total AUM

$15M

Discretionary %

100%

Clients

15

Employees

2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management

Total AUM$15M

Discretionary AUM$15M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients15

Team

Total Employees2

Investment Advisers2

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

15 clients

5 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MA

Closest by assets under management. All figures from Form ADV.

WEALTHMIND FINANCIAL PLANNING LLC

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HARBOR POINT CAPITAL MANAGEMENT, LLC

WOBURN, MA

$16M

GROWTHFOCUS WEALTH MANAGEMENT LLC

$16M

BATTLE GREEN ADVISORS LLC

$15M

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