Bristol Wealth Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$785,105,792
Clients
836
Advisors
5
across 2 offices
About
Bristol Wealth Group is a registered investment adviser that provides financial planning and discretionary wealth management to individuals (including high-net-worth clients), trusts, estates, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages approximately $985.6 million in client assets and operates as a five-advisor team serving roughly 836 clients.
The firm builds tailored investment policies and manages portfolios on a discretionary basis, using fundamental analysis to select individual equities, bonds, mutual funds, and ETFs and adjusting allocations to reflect client objectives and risk tolerances. Financial planning is offered alongside ongoing portfolio supervision and periodic account reviews, with clients able to impose written investment restrictions.
Bristol Wealth Group is majority-owned by Bristol County Savings Bank and manages the bank’s charitable foundation, and several senior personnel hold local nonprofit and development board roles that intersect with client work. Several advisors are licensed insurance agents and may receive separate commissions for insurance sales; the brochure discloses these relationships and describes compliance measures and fiduciary policies intended to mitigate related conflicts.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees typically ranging from $500 to $5,000 depending on complexity
Up to 1.50% annually
$350 per hour for financial planning services
Account minimum: $100,000 Fee-only: Financial planning fixed fees typically $500 to $5,000; hourly rate $350/hour
Main office
See office35 Broadway, 2nd Floor
Taunton MA 02780
Advisors at this office
4
Offices (2)
Most active in
Connecticut · Florida · Georgia · Maine · Massachusetts · New Hampshire · New York · Rhode Island · South Carolina · Texas · Vermont · Virginia
Also doing business as
Bristol Wealth Group · Rfg Bristol Wealth Advisors, 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.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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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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
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