Geld Financial Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Geld Financial Advisors, Inc. operates as a referral-only investment adviser representative that primarily refers clients—generally high‑net‑worth individuals—to independent, SEC‑registered advisers for investment management. The firm does not manage client assets or custody securities itself and instead facilitates introductions to third‑party advisers and custodians.
Geld relies on the independent advisers’ methods of analysis and directs clients to review those advisers’ disclosure documents; clients may impose investment restrictions and decide whether to engage the recommended adviser. The firm does not offer wrap fee programs, does not provide ongoing account reviews on referred assets, and does not sell investment products directly.
Geld is closely affiliated with a local accounting firm (Saba, Colman & Hunt, P.C.) and a consulting firm (Computer Management Consultants), with the majority of referrals originating from that accounting relationship—an arrangement that is uncommon among solo independent advisers. Rather than charging clients directly (for example, a percentage‑of‑AUM fee), the firm is compensated through referral arrangements with the independent advisers it recommends and focuses on channeling clients to those third‑party investment managers.
Client services
Expertise
Main office
500 Clark Road
Tewksbury MA 01938
Advisors at this office
1
Most active in
Massachusetts · New Hampshire
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:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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.
Forms ADV
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