Good Harbor Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$332,223,372
Clients
245
Advisors
4
of 4 employees
About
Good Harbor Advisors is an SEC‑registered advisory firm that works with individual clients (including high‑net‑worth households) and retirement plans, providing discretionary portfolio management, financial planning, and pension consulting services. The firm reports roughly $334 million in discretionary assets under management, serves about 245 client relationships, and operates with four advisors.
Investment advice is tailored to client goals and typically implemented with equities, exchange‑traded funds, mutual funds, and fixed‑income instruments; the firm may use firm‑developed model portfolios, third‑party sub‑advisers, and periodic rebalancing, and it reviews accounts at least quarterly. The firm also discloses the use of AI tools for research and for recording/transcribing client meetings and has added AI‑related risk disclosures while offering clients the option to opt out of recordings.
Noteworthy differences from many peers include an affiliation with an accounting firm owned by a firm principal — accounting services are offered separately but may be provided to overlapping clients, and that principal spends the majority of their time on accounting work. The firm also has principals who are dually licensed as broker‑dealer representatives and insurance agents and discloses related commission arrangements and transition incentives tied to its recommended custodial platform; these relationships and use of sub‑advisers are identified in the brochure and managed through written disclosures and policies.
Client services
Expertise
Occupation focus
Fee options
Financial planning fixed fees ranging from $1,000 to $10,000, workshops and seminars charged on a flat fee basis negotiated with sponsor
$0 - $300,000: 1.00% $300,001 - $900,000: 0.95% $900,001 - $2,000,000: 0.80% $2,000,001+: 0.75%
Commissions earned by registered representatives and insurance agents are separate and in addition to advisory fees
Hourly rates of $300 for financial planning consulting services and pension consulting services
Fee-only: Fixed fees ranging from $1,000 to $10,000 for broad-based financial planning services, hourly fee of $300 for specific services or consulting
Main office
1 Blackburn Drive
Gloucester MA 01930
Advisors at this office
4
Most active in
California · Maine · 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.
Advisors at this firm
Donna C
Series 63, Series 65
Gloucester, MA
Good Harbor Advisors, Inc.
Donna Crocker is a financial advisor with Good Harbor Advisors, Inc. in Gloucester, MA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has worked at Good Harbor Advisors since 2007 and has prior experience at OSAIC, The Investment Center Inc, Ic Advisory Services Inc, and LPL Financial. She is also a licensed independent insurance agent. Good Harbor Advisors is an SEC-registered firm serving individual clients, including high-net-worth households, and retirement plans. The firm provides discretionary portfolio management, financial planning, and pension consulting, using equities, ETFs, mutual funds, and fixed-income instruments, supported by model portfolios and third-party sub-advisers.
Anke P
Series 65
Gloucester, MA
Good Harbor Advisors, Inc.
Anke Parpart is a financial advisor at Good Harbor Advisors, Inc. with 16 years of industry experience. She holds a Series 65 designation and has been with Good Harbor Advisors since 2007. Additionally, Parpart serves as an office manager at Babson & Company, an accounting practice, a role she has held since 2019. Good Harbor Advisors is an SEC-registered firm serving individual clients, including high-net-worth households, and retirement plans. The firm provides discretionary portfolio management, financial planning, and pension consulting, managing approximately $334 million in assets across about 245 client relationships.
Matthew B
Series 65
Gloucester, MA
Good Harbor Advisors, Inc.
Matthew Babson is a financial advisor at Good Harbor Advisors, Inc. in Gloucester, MA, with 16 years of industry experience. He holds a Series 65 credential and has been with Good Harbor Advisors since 2004. Outside of his advisory work, Mr. Babson is involved with Mad Dog Realty, LLC, a real estate holding firm. Good Harbor Advisors is an SEC-registered firm serving individual clients, including high-net-worth households, and retirement plans. The firm offers discretionary portfolio management and financial planning, utilizing equities, ETFs, mutual funds, and fixed-income instruments, with investment advice tailored to client goals and regular account reviews.
Lonnie M
Series 63, Series 65
Gloucester, MA
Good Harbor Advisors, Inc.
Lonnie Mayer is a financial advisor at Good Harbor Advisors, Inc. with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at LPL Financial and The Investment Center Inc. Mayer also provides administrative support to Good Harbor Advisors. Good Harbor Advisors is an SEC-registered firm serving individual clients, including high-net-worth households, and retirement plans with discretionary portfolio management, financial planning, and pension consulting. The firm manages approximately $334 million in discretionary assets across about 245 client relationships, using tailored investment strategies that include equities, ETFs, mutual funds, and fixed income, supported by model portfolios, third-party sub-advisers, and AI tools.
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