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NS
CFP
NS
CFP
Nancy Schaffer Von Stackelberg
Radius Wealth Management, INC.
21 Years of Experience
2 Disclosures
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Financial Planning & Coaching
Retirement Planning
High Net Worth
Radius Wealth Management, INC.
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
2 advisors
Number of Clients
140 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$171.4M
Fee Structure
Minimum Investment:
$500K
Investment Management
Planning
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Location
1 Mariana Park Drive, Suite 1484, Boston, MA, 02210
Get directions
History
Regulatory History (2)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
.
Customer Dispute
September 2008
Settled
Customer Dispute
April 2005
Settled
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Radius Wealth Management, INC.
March 2014 - Present · 11 yrs 11 mos
Previous Registrations
Fernwood Investment Management, LLC
October 2008 - March 2014 · 5 yrs 5 mos
Fidelity Personal Trust Company, Fsb
March 2005 - March 2007 · 2 yrs
Strategic Advisers, INC.
June 2004 - August 2008 · 4 yrs 2 mos
State Registrations
1 state
MA
Advisor
Exams
No exam information available for this advisor.