Justin Robert Gaudino
Advisor at ArborStone Financial, LLC — Andover, MA
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.
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
CFP®, Series 63, Series 65
Experience Industry experience
11 years
Location
Andover, MA 01810
ArborStone Financial, LLC
Supported
Total advisors
4Clients per advisor
282 Very HighAvg AUM per client
$420,638 LowHNW client ratio
14% LowJustin Gaudino is a CFP® professional with 11 years of industry experience, currently serving as an advisor at ArborStone Financial, LLC. His prior roles include positions at Ameriprise Financial Services, Mayflower Financial Advisors, Private Client Services, Wells Fargo Advisors, and MFS Fund Distributors. Gaudino is also a licensed insurance agent, dedicating a portion of his time to insurance sales and implementation. ArborStone Financial provides discretionary wealth management and investment advisory services to individuals, high-net-worth clients, trusts, and estates. The firm focuses on fundamental analysis and strategic asset allocation, delivering primarily ETF and mutual fund model portfolios alongside tailored portfolio construction, and offers retirement and estate planning support through third-party specialists.
Based on ArborStone Financial, LLC
Based on ArborStone Financial, LLC
Estate planning services offered as a fixed engagement fee up to $3,000 per engagement, fees may be negotiable.
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $3,000,000: 0.80% $3,000,001 - $4,000,000: 0.70% $4,000,001 - $5,000,000: 0.60% $5,000,001+: 0.50%
Andover, MA
10 New England Business Center Drive, Suite 109
Andover MA 01810
Advisors at this office
4
Massachusetts · Texas
11 years of industry experience
ArborStone Financial, LLC
2026 - Present • 1 year
Andover, MA
Amerirprise Financial Services, LLC
2024 - 2026 • 2 years
Andover, MA
Mayflower Financial Advisors, LLC
2021 - 2024 • 3 years
Boston, MA
Private Client Services, LLC
2020 - 2024 • 4 years
Boston, MA
Wells Fargo Advisors
2020 - 2020 • 1 year
Boston, MA
MFS Fund Distributors, Inc.
2015 - 2020 • 5 years
Boston, MA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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