G
Geld Financial Advisors, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
31
100% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
31
HighAverage account size
$0
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
Selection of other advisers
Expertise
General tax planning
Main office location
Geld Financial Advisors, Inc.
500 Clark Road
Tewksbury MA 01876, United States
Number of offices
1
Most active in
Geld Financial Advisors, Inc. has reported serving >5 clients in these states in the last 12 months.
Massachusetts · New Hampshire
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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