Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
23 years
Location
Hopkinton, MA 01748
Private Advisor Group, LLC
Enterprise
James Valis is a financial advisor with Private Advisor Group, LLC, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has been with Private Advisor Group and affiliated with LPL Financial since 2013. Valis serves as a chapter president for Business Networking International and has delivered educational presentations on wealth management at Worcester Polytechnic Institute. Private Advisor Group, LLC is an SEC-registered advisory firm managing over $41 billion across more than 135,000 client relationships. The firm serves individuals, trusts, estates, charitable organizations, and corporate and retirement plan clients, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party asset management programs.
Based on Private Advisor Group, LLC
Registrant can agree to charge a flat fee for specific services or periods, negotiated with clients.
Negotiable up to 2.00% annually
Certain IARs are registered representatives of LPL and may receive commissions on securities or insurance products sold; commissions vary.
Financial planning and consulting fees generally range from $150 to $400 per hour, negotiable.
Minimum fee: Registrant generally does not require an annual minimum fee or asset level for investment advisory services but can set an annual minimum fee or lesser fee at its discretion. Fee-only: Financial planning and consulting fees negotiable on a fixed fee basis or hourly rate basis, generally ranging from $150 to $400 per hour.
Hopkinton, MA South Street
22 South Street Suite 202
Hopkinton MA 01748
Advisors at this office
3
Louisiana · Massachusetts · Texas
23 years of industry experience
Private Advisor Group, LLC
2013 - Present • 13 years
Hopkinton, MA
LPL Financial
2013 - Present • 13 years
Hopkinton, MA
Fidelity
2006 - 2013 • 7 years
MA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Verified by Warmer
Book time directly with this advisor
CFP®, CFT-I™, CPA
Dover, MA
Walk You To Wealth
Kevin Feig is a CFP®, CPA, CFT™, professional affiliated with Walk You To Wealth in Dover, MA, with over 20 years of industry experience including executive-level roles at Fidelity Investments and digital asset firms such as Coinbase and Kraken. He currently serves as an Adjunct Professor of Financial Planning at Columbia and Regis Colleges. Walk You To Wealth provides financial coaching and comprehensive planning to individuals and families, including portfolio management and money-mindset coaching for a flat monthly fee.
Verified by Warmer
CFP®, Series 66
Westborough, MA
Financial Independence Advisors
Joseph Hoffman is a CFP® with 22 years of industry experience, currently serving at Financial Independence Advisors a part of World Investment Advisors, LLC. His prior roles include positions with TIAA-CREF, Edward Jones and Vanguard. He is also licensed to recommend life, health, and variable insurance products. World Investment Advisors, LLC is an SEC-registered investment adviser providing portfolio management and advisory services to individuals, institutions, and retirement-plan clients. The firm offers model-based and customized portfolio solutions across discretionary and non-discretionary strategies, supported by a range of technology platforms and service offerings.
CFP®, Series 66
Shrewsbury, MA
Meenes Wealth Partners
Jeffrey Meenes is a CFP® and Series 66 licensed financial advisor with 14 years of industry experience. He has worked at Blueprint Financial Planning, LLC since 2010. Meenes operates as the sole advisor at Meenes Wealth Partners in Shrewsbury, MA. Meenes Wealth Partners provides flat-fee, fiduciary wealth management and comprehensive financial planning primarily for pre-retiree and retiree households. The firm emphasizes evidence-based investment strategies focused on global diversification, tax-aware management, and client-approved, non-discretionary portfolio implementation.
Series 63, Series 65
Medfield, MA
Silver Pine Capital, LLC
Edward Vahey is a financial advisor at Silver Pine Capital, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Citizens Securities Inc. and Axa Advisors, LLC. Outside of his advisory role, he is involved in youth sports as a referee for high school and youth hockey and lacrosse games and coaches youth hockey in Wellesley. Silver Pine Capital serves individual and institutional clients through discretionary portfolio management and financial planning, employing a value-oriented investment process that combines bottom-up stock selection with top-down macro analysis. The firm offers diversified portfolios across equities, fixed income, and alternative assets, along with specialized hedged strategies and performance-based fee arrangements for eligible clients.
Series 65
Wayland, MA
Levin Financial Planning
Charles Levin is the sole advisor at Levin Financial Planning in Wayland, MA, holding a Series 65 license with 20 years of industry experience. He has led his independent firm since 2004, providing fee-only, hourly financial planning and investment advice. Levin Financial Planning serves individuals, families, small businesses, and retirement or profit-sharing plans using a fundamental, long-term buy-and-hold investment approach primarily with low-cost index funds and ETFs. The firm is notable for advising pension or profit-sharing plan clients despite being a solo, hourly-planning practice and is currently winding down operations and not accepting new clients.
PFS™, Series 65
Millis, MA
MOK Financial Planning & Tax, Inc.
Michael O'Keeffe is a financial advisor at MOK Financial Planning & Tax, Inc. with 20 years of industry experience. He holds a Personal Financial Specialist (PFS™) designation and a Series 65 license. Prior to founding his current firm in 2017, he worked at Oakdale Wealth Management for 12 years. He is also a CPA registered in Maryland and provides tax preparation and bookkeeping services. MOK Financial Planning & Tax, Inc. offers discretionary portfolio management primarily for individuals, trusts, and estates, with additional consulting services including bookkeeping and investment analysis. The firm combines tax preparation with financial planning and constructs customized portfolios tailored to client objectives and risk tolerance, utilizing a range of investment instruments and strategies.
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