Quabbin Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Quabbin Advisors provides fee‑only financial planning and investment advisory services to individuals, families, non-profit organizations, and businesses. The firm offers written financial plans, investment strategy and portfolio reviews, retirement and estate planning support, and coordination with clients’ other advisers.
The firm emphasizes asset allocation and a fundamental, long‑term buy‑and‑hold approach, typically recommending diversified allocations among no‑load and low‑fee mutual funds, index funds, and ETFs tailored to each client’s objectives and risk tolerance. Portfolio review clients receive quarterly monitoring and recommendations, but the firm does not exercise discretionary trading authority and relies on clients to approve and implement recommended transactions.
Distinctive features include that nearly all assets are managed on a non‑discretionary basis (the firm reports its AUM as non‑discretionary), and the firm operates as a single‑advisor, fee‑only practice without custody of client assets. The sole principal holds multiple advanced industry credentials and a life insurance license for advisory purposes, and the firm participates in Schwab Advisor Services for custody and trading support while declining commission or third‑party compensation.
Client services
Expertise
Fee options
Financial planning fees are project-based flat fees (estimated $750 to $3,000 depending on service scope)
$175 per hour
Minimum fee: $750 minimum at Schwab; $1,250 minimum for held-away accounts Fee-only: Financial planning fees at $175/hour billed in 10-minute increments; Portfolio Review standard advisory fee at 0.15% of assets held at Schwab, 0.25% for assets held elsewhere
Main office
447 West Street
Amherst MA 01002
Advisors at this office
1
Most active in
Massachusetts · New Hampshire · Pennsylvania
Also doing business as
Quabbin Advisors · Quabbin 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
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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
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