Anne Gouthro is a CFP-designated registered investment advisor at Napier Financial, based in Braintree, MA, with 6 years of industry experience. Anne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 216 clients with $550M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
8 advisors
IM Fee
Planning only
Assets Under Management
$550.1M
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Location
30 Braintree Hill Office Park, Suite 201, Braintree, MA, 02184
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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.
Learn about disclosures →Employment History
Current Registrations
Napier Financial
July 2025 - Present · 9 mos
Previous Registrations
U.S. Financial Advisors
April 2025 - July 2025 · 3 mos
Strategic Advisers LLC
March 2025 - April 2025 · 1 mo
Fidelity Personal and Workplace Advisors
November 2020 - March 2025 · 4 yrs 4 mos
Fidelity Brokerage Services LLCBroker
October 2019 - April 2025 · 5 yrs 6 mos
State Registrations1 state
MA
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.