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
ChFC®, Series 63, Series 65
Experience Industry experience
34 years
Location
South Easton, MA 02375
Prosperity Capital Advisors
Multi-team
Stephen Dellelo is a financial advisor at Prosperity Capital Advisors with 34 years of industry experience. He holds the ChFC® designation and has worked at NEXT Financial Group, Inc. for 18 years before joining Prosperity Capital Advisors. He is also the owner of Retirement Income Strategies, LLC d.b.a. Dellelo Wealth Management and the President of Shovel Town Tax, LLC, which offers tax preparation services. Prosperity Capital Advisors provides financial planning, consulting, and discretionary investment management to a diverse client base, including individual investors, corporate clients, and charitable organizations. The firm employs a model-driven, multi-sleeved investment approach utilizing mutual funds, ETFs, SMAs, and alternative solutions, and offers a range of advisory and intermediary services.
Based on Prosperity Capital Advisors
Based on Prosperity Capital Advisors
Fixed fees typically range from $500 to $50,000 for financial planning and consulting services; fees for seminars range from $0 to $250.
$0 - $499,999: 0.50% (50 basis points) $500,000 - $999,999: 0.40% (40 basis points) $1,000,000 - $1,999,999: 0.30% (30 basis points) $2,000,000 - $4,999,999: 0.25% (25 basis points) $5,000,000+: 0.20% (20 basis points)
Certain supervised persons may earn commissions through unaffiliated broker-dealers for insurance or securities products.
Typically $100 to $1,000 per hour for financial planning and consulting services.
Subscription fees may range from $100 to $2,500 monthly for financial planning and consulting services; administrative fees for client directed assets is $150/year billed monthly.
Account minimum: $1,000 to $250,000 depending on the advisory services selected Minimum fee: $150 minimum annual investment management fee charged monthly Fee-only: Financial planning, consulting, and other services fees negotiable; typically $100 to $1,000 per hour, $100 to $2,500 monthly fee, or fixed fee of $500 to $50,000; subscription-based fees may apply for certain services.
South Easton, MA
944 Washington St., Suite1 A
South Easton MA 02375
Advisors at this office
3
Florida · Massachusetts · Rhode Island
34 years of industry experience
C2P Capital Advisory Group d.b.a. Prosperity Capital Advisors
2023 - Present • 3 years
Westlake, OH
Retirement Income Strategies, LLC dba Dellelo Wealth Management
2022 - Present • 4 years
South Easton, MA
NEXT Financial Group, Inc.
2005 - 2023 • 18 years
West Bridgewater, 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:
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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 66
Medfield, MA
Wolfstich Capital, LLC
Theodore Wolfstich is a CFP® with 19 years of industry experience and has been principal of Wolfstich Capital, LLC since 2008. He serves as a board member of the Medfield Lions Club, a charitable organization. Wolfstich Capital, LLC is an independent firm providing fee-only financial planning and discretionary wealth management to individuals, high-net-worth clients, and charitable organizations. The firm customizes investment policies and portfolio construction using fundamental analysis and strategic asset allocation, managing accounts on a discretionary basis with periodic reviews and the option to delegate portfolio management to sub-advisors.
Series 63, Series 65
Bridgewater, MA
Boston Investment Trust Management, Inc.
David Kopack is a financial advisor with Boston Investment Trust Management, Inc. in Bridgewater, MA, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Boston Investment Trust Management since 2006. Boston Investment Trust Management provides discretionary portfolio management, written financial planning, and consulting services to individuals, including high-net-worth clients, and business clients. The firm employs a combination of fundamental, technical, quantitative, and qualitative analysis to develop individualized investment policies and manages a diverse range of securities, including oil and gas partnership interests, serving both U.S. and notable non-U.S. clients.
CFP®, Series 65, Series 66
Pembroke, MA
Full Life Financial Planning
Kevin Williams is a CFP® with 10 years of industry experience and is the principal advisor at Full Life Financial Planning in Pembroke, MA. His prior roles include positions at W.H. Cornerstone Investments Inc., Powder Point Wealth Management, LLC, and Damon Diodati, Inc. He serves as Treasurer/Clerk for the Financial Planning Association of Massachusetts in a volunteer capacity. Full Life Financial Planning is an independent, fee-only advisory firm serving individuals, including high-net-worth clients, and corporate clients. The firm employs a goal-based process integrating passive and active investment strategies, providing a range of financial planning and wealth management services alongside in-house tax preparation and bookkeeping.
CFP®
North Attleboro, MA
Lechner Associates
Stacie Skryz is a CFP® professional with nine years of industry experience, currently serving as the sole advisor at Lechner Associates since 2014. She is based in North Attleboro, MA, and focuses on comprehensive financial planning and wealth management. Lechner Associates is an independent, fee-only firm that serves approximately 125 clients with $94 million in assets under management. The firm provides non-discretionary portfolio management tailored through fundamental analysis and retirement modeling, offering both ongoing wealth management and hourly financial consultation services.
Series 63, Series 65
Medfield, MA
Silk Investment Advisors
Marc Silk is a financial advisor at Silk Investment Advisors in Medfield, MA, holding Series 63 and Series 65 licenses with 18 years of industry experience. He has worked at C. Silk And Sons since 2011 and has been associated with Delta Equity Services Corporation since 1998. Silk Investment Advisors provides discretionary portfolio management to individuals, high-net-worth clients, trusts, pension plans, and various business entities through separately managed accounts. The firm employs a long-term, patient Cash Rich Fallen Angel (CRFA) strategy focused on small and micro-cap securities, including non-U.S. issuers, and is notable for its concentrated positions and emphasis on balance-sheet analysis and turnaround prospects.
Series 65, Series 63
Taunton, MA
Pizarro Advisors
Abel Pizarro Jr. is a financial advisor at Pizarro Advisors with Series 63 and Series 65 licenses and one year of industry experience. His work history includes roles at New Leaf, PFS Investments Inc., and Primerica Financial Services. Pizarro Advisors is a state-registered investment adviser that provides financial planning, business consulting, and wealth management services to individuals, companies, and other advisers. The firm’s investment approach focuses on strategic asset allocation informed by fundamental analysis and macroeconomic indicators, tailoring portfolios to client objectives, risk tolerance, and tax considerations.
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