Maryanne Gucciardi is a CFP-designated registered investment advisor at Wealthmind Financial Planning, based in Cambridge, MA, with 4 years of industry experience. Maryanne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Gen X, and 6 more. Their firm serves 10 clients with $15M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $3.0M | 0.50% |
| $3.0M - $10.0M | 0.30% |
| $10M+ | 0.20% |
The annual advisory fee is paid quarterly in advance based on the value of Client’s account(s) as of the first day of the billing period. The advisory fee is a blended tier. Our minimum annual fee for this service is $5,000.
Fee Estimator
Contact
Maryanne Gucciardi
Location
Cambridge, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Wealthmind Financial Planning
Previous Registrations
Old Peak Finance
State Registrations2 states
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