BostonPremier Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$517,977,575
Clients
749
Advisors
7
across 3 offices
About
BostonPremier Wealth provides financial planning, portfolio management, and retirement‑plan consulting to individuals (including high‑net‑worth clients), charitable organizations, and business clients. The five‑advisor team manages about $525 million across roughly 749 client relationships and offers clients access to Commonwealth’s PPS platform and related advisory programs.
The firm generally implements discretionary, model‑based portfolios using a top‑down asset allocation framework and may customize models or construct client‑specific portfolios when a model does not meet client needs. Advisors combine ongoing investment management with written financial plans, periodic reviews, and access to Commonwealth’s PPS Custom, Select, and Direct model offerings, with due diligence and monitoring performed on selected models and managers.
Distinctive features disclosed in the brochure include BPW’s operation as a licensed insurance agency, with many advisors licensed to sell insurance and the potential to receive separate commission compensation for those products. The firm also discloses the use of testimonials, endorsements, and paid referral/promoter arrangements in client acquisition, and describes platform benefits and advisor incentives received through its Commonwealth relationship (including benefits tied to Commonwealth’s acquisition by LPL), all of which are identified as potential conflicts and are addressed in its disclosures.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees range from $500 to $15,000; Wealth Management Consulting and Retirement Plan Consulting may charge flat or fixed fees.
$0 - $250,000: 1.75% $250,001 - $999,999: 1.50% $1,000,000 - $4,999,999: 1.00% $5,000,000+: 0.80%
Commission compensation earned on insurance product sales, separate and in addition to advisory fees.
Financial planning hourly rates up to $400/hour; Wealth Management Consulting and Retirement Plan Consulting hourly rates not to exceed $500/hour.
Account minimum: $100,000 Minimum fee: Minimum annual program fee in PPS Select Program is $600 ($150 quarterly) Fee-only: Financial planning services offered at hourly rates up to $400/hour and fixed fees from $500 to $15,000; Wealth Management Consulting at annual, flat or hourly rates not to exceed $500/hr; Retirement Plan Consulting and Plan Participant Consulting offered with fees as percentage of assets or flat/hours up to $500/hour.
Main office
See office4 Pond Park Rd, Suite 201
Hingham MA 02043
Advisors at this office
5
Offices (3)
Most active in
California · Connecticut · Florida · Louisiana · Maine · Massachusetts · New Hampshire · New Jersey · New York · Pennsylvania · South Carolina · Texas
Also doing business as
Bostonpremier Wealth · Bostonpremier Wealth, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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
Andrew K
Series 66
Hingham, MA
BostonPremier Wealth
Andrew Kebalka is a Series 66-registered advisor with BostonPremier Wealth, where he has worked since 2020. He has six years of industry experience, including prior roles at Commonwealth Financial Network and Astrocyte Research. Kebalka also spends a small portion of his time on fixed insurance sales. BostonPremier Wealth is a seven-advisor team providing financial planning, portfolio management, and retirement-plan consulting to individuals, charitable organizations, and business clients. The firm manages approximately $525 million across about 749 client relationships, using a discretionary, model-based investment approach combined with customized financial planning.
Mark S
Marshfield, MA
BostonPremier Wealth
Mark Stiles is an advisor at BostonPremier Wealth with 30 years of industry experience. He has been associated with Stiles & Associates, LLC since 1996. BostonPremier Wealth provides financial planning, portfolio management, and retirement-plan consulting to individuals, charitable organizations, and business clients. The firm uses discretionary, model-based portfolios with a top-down asset allocation approach and offers customization when needed.
Mark B
Series 63, Series 65
Hingham, MA
BostonPremier Wealth
Mark Bossey is a financial advisor at BostonPremier Wealth with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Commonwealth Financial Network and LPL Financial. Bossey is also a co-owner of BostonPremier Wealth and has involvement in fixed insurance sales. BostonPremier Wealth advises individual, high-net-worth, charitable, and corporate clients, managing approximately $351 million in assets. The firm employs a top-down, model-driven investment approach focused on risk profiling and customized model portfolios.
Adam F
Hanover, MA
BostonPremier Wealth
Adam Ferguson is a financial advisor with BostonPremier Wealth in Hanover, MA, holding over one year of industry experience. He has worked at Commonwealth Financial Network since 2024 and has been involved with McCarthy Ferguson CPA Inc. since 2004. BostonPremier Wealth advises individual and high-net-worth clients, as well as select charitable and corporate clients, managing approximately $351 million in client assets. The firm employs a top-down, model-driven investment approach, offering financial planning, portfolio management, and retirement plan consulting through various advisory programs and third-party model portfolios.
Joshua G
CFP®, Series 66
Hingham, MA
BostonPremier Wealth
Joshua Grieves is a CFP® professional with 18 years of experience in the financial services industry. He is currently with BostonPremier Wealth, where he has worked for 10 years, and previously held roles at LPL Financial and Commonwealth Financial Network. Outside of his advisory work, he is involved in fixed insurance sales. BostonPremier Wealth advises individual and high-net-worth clients, as well as select charitable and corporate clients, managing approximately $351 million in assets. The firm employs a top-down, model-driven investment approach, focusing on aligning portfolios with clients’ risk profiles and target asset allocations.
Meredith R
Series 63, Series 65
Hingham, MA
BostonPremier Wealth
Meredith Russell is a financial advisor at BostonPremier Wealth with six years of industry experience. She holds Series 63 and 65 licenses and previously worked at T. Rowe Price for four years and Everybody Water for one year. BostonPremier Wealth is a team-based firm serving individuals, charitable organizations, and business clients with financial planning, portfolio management, and retirement-plan consulting. The firm manages approximately $525 million across about 749 client relationships, primarily using discretionary, model-based portfolios with a top-down asset allocation approach and offers access to Commonwealth’s advisory platforms.
Ryan M
Series 63, Series 65
Hingham, MA
BostonPremier Wealth
Ryan Marini is a financial advisor with BostonPremier Wealth, holding Series 63 and 65 licenses and bringing 25 years of industry experience. His prior roles include positions at Commonwealth Financial Network and LPL Financial. He is a founding partner of BostonPremier Wealth. BostonPremier Wealth advises individual and high-net-worth clients, as well as select charitable and corporate clients, managing approximately $351 million in assets. The firm uses a top-down, model-driven approach to portfolio management, typically implementing discretionary managed accounts tailored to clients’ risk profiles and target allocations.
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