3D Advisor Group, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
3D Advisor Group offers discretionary wealth management, investment management, financial planning and retirement-plan advisory services to individuals, charitable organizations, businesses and retirement plans. The firm reports managing $194,318,000 on a discretionary basis for about 102 clients and operates as an SEC‑registered investment adviser.
The firm’s investment approach emphasizes fundamental analysis and a generally long‑term orientation, using low‑cost, diversified mutual funds and ETFs while retaining legacy positions when appropriate for tax or fit reasons. 3D Advisor Group constructs asset allocations and implements portfolios on a discretionary basis and notes a material change that it no longer offers non‑discretionary investment management services.
Noteworthy features include a small, two‑person advisory team overseeing a relatively large asset base and a modest client count, which implies higher assets per client than many peers. The firm also provides ERISA 3(38) retirement plan advisory services and participates on the Schwab Advisor Services institutional platform while operating as a fee‑only adviser that does not accept custody of client assets other than authorized fee deduction.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $3,000,000: 0.70% $3,000,001 - $4,000,000: 0.60% $4,000,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.45% $10,000,001+: Negotiable
Fee-only: Percentage of assets under management on a tiered basis as detailed above; no commissions or other compensation from products.
Main office
Hopkinton MA
Advisors at this office
2
Most active in
Massachusetts · New Hampshire · Texas
Also doing business as
3 D Advisor Group · 3 D Advisor Group, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Daniel S
Series 63, Series 65
Hopkinton, MA
3D Advisor Group, Inc.
Daniel Snyder is a financial advisor with 18 years of industry experience currently with 3D Advisor Group, Inc. He holds Series 63 and Series 65 licenses and has previously worked at Freedom Investment Management, Inc., 3D/L Capital Management, LLC, 3D Asset Management, Inc., and Santander Securities LLC. 3D Advisor Group is a fee-only registered investment adviser that provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, charitable organizations, businesses, and retirement plans. The firm employs a long-term, fundamental analysis approach using low-cost, diversified mutual funds and ETFs, managing a substantial asset base with a small advisory team.
Scott H
Series 65
Hopkinton, MA
3D Advisor Group, Inc.
Scott Hawley is a financial advisor at 3D Advisor Group, Inc. in Hopkinton, MA, holding a Series 65 designation with 10 years of industry experience. His prior work includes roles at Freedom Investment Management, Inc., 3D/L Capital Management, LLC, and 3D Asset Management, Inc. Outside of his advisory work, he is a part-time golf instructor in Shrewsbury, MA. 3D Advisor Group provides discretionary wealth management, investment management, financial planning, and retirement-plan advisory services to individuals, charitable organizations, businesses, and retirement plans. The firm employs a fundamental, long-term investment approach using low-cost mutual funds and ETFs and manages a relatively large asset base with a small, two-person advisory team.
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