A complete list of active advisors currently associated with Percy E. Bolton Associates, Inc.

Warmer can help you find a great advisor at Percy E. Bolton Associates, Inc. or one who fits your needs even better.

Percy E. Bolton Associates, Inc. is a fee-only registered investment adviser that provides comprehensive financial planning, investment consulting, and estate-planning support to individuals, families and nonprofit sponsors. The firm manages roughly $36 million across about 58 client relationships and also advises sponsors of tax-exempt funds such as pensions, endowments and foundations. The firm follows a structured seven-step planning process and develops written investment policy statements; it uses SEI portfolio models to recommend strategies and conducts at least annual reviews. It operates predominately on a non-discretionary basis—requiring client approval for transactions—and typically charges retainer or consulting fees rather than percentage-of-assets fees, while not accepting commissions or performance-based fees. As a long-established solo practice with a CFP-designated principal, the firm emphasizes ongoing, tailored planning and coordination with outside specialists (including third-party estate-scrivener services and attorneys) and recommends SEI Private Trust Company for custody. Its combination of serving nonprofit fund sponsors, maintaining mostly non-discretionary client authority, and avoiding asset-based billing is less common among independent advisers.

To learn more about the advisors currently working at Percy E. Bolton Associates, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.