Bristol Wealth Group logo

Bristol Wealth Group

Updated today

Client AUM

$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

Financial planning Portfolio management

Expertise

General retirement planning Charitable giving & philanthropy

Occupation focus

Founder/Business Owner

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Fee options

Fixed

Financial planning fixed fees typically ranging from $500 to $5,000 depending on complexity

Percentage

Up to 1.50% annually

Project-based

$350 per hour for financial planning services

Other

Account minimum: $100,000 Fee-only: Financial planning fixed fees typically $500 to $5,000; hourly rate $350/hour

Main office

See office

35 Broadway, 2nd Floor

Taunton MA 02780

Advisors at this office

4

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

Advisors at this firm

user avatar

Connor R

CFP®, Series 66

Taunton, MA

Bristol Wealth Group

Connor Russ is a CFP® and holds a Series 66 license with four years of industry experience. He currently works at Bristol Wealth Group, where he is part of a five-advisor team, and previously was employed at Raymond James Financial Services Advisors, Inc. and Bristol County Savings Bank. Outside of his financial advisory role, he serves as a football official for youth and high school games through the Southeastern MA Football Officials Association. Bristol Wealth Group is a registered investment adviser managing approximately $985.6 million in client assets and serving individuals, trusts, pension plans, charitable organizations, and corporations. The firm provides discretionary wealth management and financial planning, using fundamental analysis to manage tailored portfolios aligned with client objectives and risk tolerances.

General retirement planning Charitable giving & philanthropy Founder/Business Owner
user avatar

Dean L

Series 63, Series 66

Taunton, MA

Bristol Wealth Group

Dean Larabee III is a financial advisor at Bristol Wealth Group with 27 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Raymond James Financial and Ricciardi Financial Group. Outside of his advisory role, Larabee serves as chairperson for the Berkley Public Library Building Committee. Bristol Wealth Group is a five-advisor team that provides financial planning and discretionary wealth management to individuals, trusts, estates, pension plans, charitable organizations, and corporations. The firm manages nearly $1 billion in client assets using fundamental analysis to construct tailored portfolios and offers ongoing portfolio supervision alongside financial planning.

General retirement planning Charitable giving & philanthropy Founder/Business Owner
user avatar

Louis R

Series 63, Series 66

Taunton, MA

Bristol Wealth Group

Louis Ricciardi is a financial advisor at Bristol Wealth Group with 44 years of industry experience. He has held positions at Raymond James Financial and UBS Financial Services before joining Bristol Wealth Group in 2018. Ricciardi serves on multiple nonprofit boards, including the Boys & Girls Club of Metro South, Bridgewater State University Foundation, Massachusetts Maritime Academy Foundation, and the Ricciardi College of Business Advisory Board, and he is the board president of the Taunton Development Corp. Bristol Wealth Group is a five-advisor team that provides financial planning and discretionary wealth management to individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages portfolios using fundamental analysis and offers ongoing portfolio supervision and periodic reviews tailored to client objectives and risk tolerances.

General retirement planning Charitable giving & philanthropy Founder/Business Owner
user avatar

Carl B

CFP®, ChFC®, Series 63, Series 66

Attleboro, MA

Bristol Wealth Group

Carl Begin is a CFP® and ChFC® with 13 years of industry experience. He has worked at Bristol Wealth Group since 2018 and previously held roles at Raymond James Financial, Bristol County Savings Bank, and StrategicPoint Investment Advisors LLC. Carl is based in Attleboro, MA, and is part of a five-advisor team at Bristol Wealth Group. Bristol Wealth Group is a registered investment adviser managing approximately $985.6 million in client assets for individuals, trusts, pension plans, charitable organizations, and corporations. The firm uses fundamental analysis to build tailored investment portfolios on a discretionary basis and provides ongoing financial planning and portfolio supervision.

General retirement planning Charitable giving & philanthropy Founder/Business Owner
user avatar

Melyna Y

Series 66

Taunton, MA

Bristol Wealth Group

Melyna Young is a financial advisor at Bristol Wealth Group in Taunton, MA, holding a Series 66 designation with three years of industry experience. Her prior roles include positions at Raymond James Financial Services Advisors and Bristol County Savings Bank. Bristol Wealth Group is a registered investment adviser managing approximately $985.6 million in assets for individuals, trusts, pension plans, and charitable organizations. The firm offers discretionary wealth management and financial planning, using fundamental analysis to tailor portfolios according to client objectives and risk tolerances.

General retirement planning Charitable giving & philanthropy Founder/Business Owner
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