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
5 years
Location
Brookfield, MA
Jeffrey Wexler is a financial advisor with Wexler Enterprises in Brookfield, MA. He holds Series 63 and Series 66 licenses and has six years of industry experience, including roles at Transamerica Financial Advisors and World Financial Group. Prior to focusing on financial advising, he operated translation businesses under Wexler Enterprises, LLC. Wexler Enterprises serves a diverse client base including individuals, high-net-worth families, trusts, corporations, and retirement plans. The firm offers investment management, financial planning, consulting, and insurance services, utilizing an investment approach centered on documented policy statements and asset allocation that includes traditional and alternative investments.
Based on Wexler Enterprises
Based on Wexler Enterprises
One-time flat fees for planning and consulting ranging from $300 to $3,000
$0 - $125,000: $800/year or $200 per quarter minimum fee $125,000 - $2,000,000: 0.65% annually (0.1625% quarterly) $2,000,000 - $5,000,000: 0.45% annually (0.1125% quarterly) $5,000,000 - $10,000,000: 0.40% annually (0.10% quarterly) $10,000,000+: 0.30% annually (0.075% quarterly)
Insurance product commissions ranging from 1% to 120% of insurance policy premiums; variable annuities and mutual funds may pay 12b-1 trail fees
Hourly financial planning and consulting fees from $100 to $400 per hour depending on complexity
Minimum fee: $800 per year; $200 per quarter; can be waived or negotiated Fee-only: Financial planning and consulting fees charged hourly ($100 - $400 per hour), or flat fees ranging $300 to $3,000 depending on project scope
Brookfield, MA
Brookfield MA
Advisors at this office
1
Massachusetts
5 years of industry experience
Wexler Enterprises, LLC d/b/a Wexler Financial Group
2020 - Present • 6 years
Brookfield, MA
Transamerica Financial Advisors, Inc
2018 - 2020 • 2 years
Lexington, MA
World Financial Group, INC.
2018 - 2020 • 2 years
Lexington, MA
Wexler Enterprises, LLC d/b/a Wexler Solutions
2016 - 2022 • 6 years
Brookfield, MA
Wexler Enterprises, LLC d/b/a Assured Language Solutions
2002 - 2022 • 20 years
Brookfield, MA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A felony or certain misdemeanor charges, whatever the outcome, including dismissals and acquittals.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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.
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.
Series 63, Series 65
Auburn, MA
Keystone Capital Advisors LLC
James Black is the sole advisor at Keystone Capital Advisors LLC in Auburn, MA. He holds Series 63 and Series 65 licenses and has experience in real estate consulting and property management through his concurrent roles at Long Run Property Solutions, Inc. and A&M Real Estate Consultants. Keystone Capital Advisors LLC is an independent registered investment adviser serving individuals, high-net-worth clients, trusts, and estates. The firm focuses on discretionary portfolio management with a long-term, equity-focused approach, supplemented by ETFs and mutual funds, and offers comprehensive financial planning including fixed-fee standalone services.
Series 65
Rochdale, MA
Forsman Financial Services
Jeffrey Forsman is the principal at Forsman Financial Services and holds a Series 65 designation. He has experience in accounting and tax planning through his separate CPA practice, Jeffrey Forsman CPA Inc, which he has operated since 2020. Prior to founding his advisory firm in 2025, he worked in tax roles at Huntington Tax Partners LLC and Abrams Little Gill Loberfeld PC. Forsman Financial Services is an independent, fee-only advisory firm offering wealth management and financial planning to individuals and high-net-worth clients. The firm uses a long-term investment approach based on asset allocation and modern portfolio theory, combining passive and active strategies to align with client goals and risk tolerance.
CFP®, Series 63, Series 65
West Brookfield, MA
Able Financial Planning, Inc.
John Estrella is a CFP® professional with 14 years of industry experience, currently serving as the sole advisor at Able Financial Planning, Inc. in West Brookfield, MA. He has led Able Financial Planning since 2016 and also has a background in mortgage brokerage, having served as president of Able Mortgage Inc. He is involved in mortgage financing and tax preparation activities through affiliated entities. Able Financial Planning provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and institutional clients including pension and profit-sharing plans, foundations, and corporations. The firm offers customized portfolio management and comprehensive written financial plans, employing various analytical methods and ongoing portfolio reviews tailored to client goals and risk profiles.
CFA®
Jefferson, MA
Beantown Financial Advisors LLC
Joseph Somerset is a CFA® charterholder with 20 years of experience in the financial industry. He founded and has operated Beantown Financial Advisors LLC since 2003 and previously worked at Bentley University from 2011 to 2017. Beantown Financial Advisors provides personalized financial planning and investment advisory services to individuals, families, trusts, estates, charitable organizations, pension and profit-sharing plans, and small businesses. The firm focuses on strategic asset allocation and global diversification using primarily no-load and low-load mutual funds and ETFs, offering discretionary investment management and limited-scope hourly planning engagements under written agreements.
CFA®
Holden, MA
Assabet Advisors, LLC
Wayne Ushman is a CFA® charterholder with 23 years of industry experience, currently serving at Assabet Advisors, LLC since 2003. He holds a board position with Jeffco Fibres Group, Inc. and is actively involved in several nonprofit organizations, including roles with the Jewish Federation of Central Massachusetts, the Jewish Home for Aged Foundation, and the Worcester Jewish Community Center. Assabet Advisors provides discretionary investment management and consulting services to individuals, retirement plans, trusts, estates, and charitable organizations. The firm employs a scientific approach grounded in modern portfolio theory, focusing on strategic asset allocation and periodic rebalancing using mainly no-load mutual funds and ETFs.
Series 65
Sturbridge, MA
McCurdy & Andrew Investments, LLC
Lindsey Andrew is a financial advisor at McCurdy & Andrew Investments, LLC with three years of industry experience. She holds the Series 65 designation and has worked at McCurdy Investments since 2022. Outside of her investment career, she teaches dance at The Dance Place Studio. McCurdy & Andrew Investments is a two-advisor registered investment adviser serving individuals, businesses, IRAs, trusts, estates, and corporations. The firm offers financial planning and portfolio management, utilizing an investment process that combines fundamental analysis with asset allocation based on Modern Portfolio Theory.
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