Boston Standard Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Boston Standard Wealth Management serves individuals, high‑net‑worth clients, trusts and retirement plans, providing discretionary portfolio management, ongoing financial planning and project consulting. The firm reports approximately $647.6 million in discretionary assets under management and works with several hundred client relationships.
The firm develops a tailored Investment Plan for each client and typically implements it using exchange‑traded funds with selective use of mutual funds, individual securities and periodic rebalancing; accounts are managed on a discretionary basis with at least monthly reviews and an annual client meeting. Financial planning is generally integrated into the wealth management relationship, and the firm also offers retirement‑plan advisory services, including both non‑discretionary plan advice and the option to act as a discretionary ERISA §3(38) investment manager when retained.
Several features differentiate this firm from many peers: it manages a relatively large asset base with a small advisor team, maintains staff with advanced retirement and tax credentials (including CFP and retirement‑income designations and an attorney with an LL.M. in taxation on staff), and explicitly employs a broader trading toolkit—margin and options strategies, occasional alternative vehicles—and provides assistance with costly legacy annuities and plan fiduciary governance. The firm also relies on institutional custody and trading arrangements while generally providing verbal client reporting unless written reports are requested.
Client services
Expertise
Fee options
Financial planning fees typically $1,000-$5,000 first year; $600-$5,000 annual update thereafter; consulting fees negotiated per project.
$0 - $250,000: 1.15% $250,000 - $750,000: 1.00% $750,000 - $1,750,000: 0.85% $1,750,000 - $3,500,000: 0.75% $3,500,000 - $5,250,000: 0.65% $5,250,000 - $8,625,000: 0.55% $8,625,000 - $12,000,000: 0.45% $12,000,000+: 0.35%
Some individuals receive commissions from insurance sales; no commissions on assets managed otherwise.
$350 per hour for consulting or work performed up to termination.
Main office
31 Church St. # 3
Winchester MA 01890
Advisors at this office
4
Most active in
California · Florida · Maine · Massachusetts · New Hampshire · New York · Texas
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.
Quick links
Advisors at this firm
Lee E
CFP®, Series 66
Winchester, MA
Boston Standard Wealth Management, LLC
Lee Eudy is a CFP® and Series 66-registered advisor with 15 years of industry experience. He has been with Boston Standard Wealth Management, LLC since 2011. The firm serves individuals, high-net-worth clients, trusts, and retirement plans, providing discretionary portfolio management, financial planning, and project consulting. Boston Standard Wealth Management manages approximately $647.6 million in discretionary assets and employs a tailored investment approach using ETFs, mutual funds, individual securities, and periodic rebalancing, with a focus on a smaller advisor team offering advanced retirement and tax expertise.
Zachary B
Series 66
Winchester, MA
Boston Standard Wealth Management, LLC
Zachary Bouchard is a financial advisor with Boston Standard Wealth Management, LLC in Winchester, MA, holding a Series 66 designation and 22 years of industry experience. He has been with Boston Standard Wealth Management since 2011. Boston Standard Wealth Management serves individuals, high-net-worth clients, trusts, and retirement plans, managing approximately $647.6 million in discretionary assets. The firm offers tailored investment plans typically implemented through exchange-traded funds and integrates financial planning into its wealth management services, with a focus on discretionary portfolio management and retirement-plan advisory.
Robert T
CFP®, Series 66
Winchester, MA
Boston Standard Wealth Management, LLC
Robert Tafuri is a CFP® and holds a Series 66 license with 15 years of industry experience. He has been with Boston Standard Wealth Management, LLC since 2011. Boston Standard Wealth Management serves individuals, high-net-worth clients, trusts, and retirement plans, offering discretionary portfolio management, financial planning, and project consulting. The firm manages approximately $647.6 million in discretionary assets with a small team, employing a tailored investment approach that includes ETFs, mutual funds, individual securities, and a broader trading toolkit.
Spencer G
Series 65
Winchester, MA
Boston Standard Wealth Management, LLC
Spencer Gilmore is a financial advisor at Boston Standard Wealth Management, LLC with a Series 65 credential and one year of industry experience. He previously worked at PwC US Tax, LLP and has a background that includes roles in law firms and educational institutions. Boston Standard Wealth Management serves individuals, high-net-worth clients, trusts, and retirement plans by providing discretionary portfolio management, financial planning, and project consulting. The firm manages approximately $647.6 million in discretionary assets with a small team, employing a tailored investment approach that includes ETFs, mutual funds, individual securities, and broader trading strategies.
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