Woodside Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Woodside Wealth Management is a fee‑only, registered investment adviser that serves individual clients (including high‑net‑worth households) and certain businesses. The firm offers comprehensive wealth management with discretionary portfolio management and, on a limited basis, standalone financial planning engagements billed on an hourly or fixed‑fee basis.
Its investment approach is grounded in Modern Portfolio Theory, with portfolios implemented primarily through diversified no‑load mutual funds and ETFs and tailored to each client’s objectives, risk tolerance, and liquidity needs. The firm generally manages accounts on a discretionary basis, conducts quarterly reviews, and notes that tax efficiency is not the primary focus of its standard portfolio management unless otherwise agreed.
Distinctive features include a small advisory team managing a substantial amount of discretionary assets across a relatively limited client base, producing a higher asset‑per‑advisor concentration than typical peers. The firm’s ownership is held indirectly through the managing member’s living trust, it operates without accepting commissions or participating in wrap programs, and it does not vote client proxies.
Client services
Expertise
Fee options
Clients with assets under minimum may be accommodated on a fixed fee basis at the firm's discretion
$0 - $5,000,000: 1% $5,000,001 - $10,000,000: 0.75% $10,000,001+: 0.50%
Hourly fee of $450 for standalone financial planning services, negotiable depending on scope and complexity
Account minimum: $750,000 Minimum fee: Minimum annual fee of $7,500, which makes services most suitable for accounts of at least $750,000 Fee-only: Fee-only basis; no commissions or other compensation accepted
Main office
365 Boston Post Road, Suite 213
Sudbury MA 01776
Advisors at this office
2
Most active in
Connecticut · Maine · Massachusetts · New Hampshire · Texas
Also doing business as
Woodside Wealth Management · Woodside Wealth Management 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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Cheryl C
CFP®
Sudbury, MA
Woodside Wealth Management
Cheryl Costa is a CFP® certificant with 20 years of experience in financial advising. She has been with Woodside Wealth Management since 2015. The firm serves individual clients, including high-net-worth households, and certain businesses, providing comprehensive wealth management through discretionary portfolio management and financial planning. Woodside Wealth Management employs an investment approach based on Modern Portfolio Theory, using diversified no-load mutual funds and ETFs tailored to client objectives and risk tolerance.
Matthew C
CFP®, Series 65
Sudbury, MA
Woodside Wealth Management
Matthew Costa is a CFP® with 10 years of industry experience and has been with Woodside Wealth Management since 2015. He holds a Series 65 license and is based in Sudbury, MA. Woodside Wealth Management is a fee-only registered investment adviser serving individual clients, including high-net-worth households, and certain businesses. The firm employs a Modern Portfolio Theory approach, primarily utilizing diversified no-load mutual funds and ETFs, and manages accounts mostly on a discretionary basis with quarterly reviews.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)