Adam Willis

Focus Partners Wealth, LLC

6 Years of Experience

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & Coaching

Focus Partners Wealth, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

823 advisors

Number of Clients

34,999 clients

Average Client Portfolio

$2.7M average

Assets Under Management

$95.9B

Fee Structure

Minimum Annual Fee:$5,000

Location

93 Worcester Street, 4th Floor, Wellesley, MA, 02481

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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.

Employment History

Current Registrations

Focus Partners Wealth, LLC

March 2024 - Present · 1 yr 11 mos

Previous Registrations

Gw & Wade Asset Management Company, LLCBroker

September 2022 - December 2023 · 1 yr 3 mos

Gw & Wade, LLC

June 2022 - March 2024 · 1 yr 9 mos

Ages Financial Services, LTD.Broker

July 2019 - May 2022 · 2 yrs 10 mos

Trust Advisory Group LTD

June 2019 - May 2022 · 2 yrs 11 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.