WG
CFP
WG
CFP
William Gaudino
33 Years of Experience
Andover, MA
1 Disclosure
William Gaudino is a CFP-designated registered investment advisor at Arborstone Financial, LLC, based in Andover, MA, with 33 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees may be negotiable. Certain legacy clients may be charged fees that differ from the tiered schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
10 New England Business Center Drive, Suite 109, Andover, MA, 01810
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2003Settled
Employment History
Current Registrations
Arborstone Financial, LLC
January 2026 - Present · 3 mos
Previous Registrations
Ameriprise Financial Services, LLC
September 2021 - January 2026 · 4 yrs 4 mos
Ameriprise Financial Services, LLCBroker
August 1992 - January 2026 · 33 yrs 5 mos
Ids Life Insurance CompanyBroker
August 1992 - July 2006 · 13 yrs 11 mos
State Registrations2 states
MATX
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.