TrueAdvisor
TrueAdvisor
JB
CFP
JB
CFP

John Forbes Barber

Beaumont Financial Partners
14 Years of Experience
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net WorthBusiness Owners
Beaumont Financial Partners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
1,751 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$3.4B

Fee Structure

Minimum Investment:$250K
Financial Planning:Included in AUM fee

Location

250 1st Avenue, Suite 101, Needham, MA, 02494

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Beaumont Financial Partners
November 2022 - Present · 3 yrs 3 mos
Previous Registrations
Beaumont Financial Partners LLC
March 2011 - December 2022 · 11 yrs 9 mos
State Registrations1 state
MA
Advisor
Exams
No exam information available for this advisor.