# WELLS FINANCIAL ADVISORS, INC.

WELLS FINANCIAL ADVISORS, INC. of FRAMINGHAM, MA is an SEC-registered investment adviser.

## Registration

- CRD: 125209
- Type: SEC-registered investment adviser
- SEC file number: 801-116680
- Location: 205 NEWBURY STREET, SUITE 201, FRAMINGHAM, MA, 01701
- Phone: 508-655-9303
- Latest filing: 2026-03-24
- Regulatory AUM: $279.3M
- Discretionary AUM: $279.3M
- Clients: 5
- Accounts: 425

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Terry Bradley Wells | MANAGING PRINCIPAL; MANAGING PRINCIPAL/CHIEF COMPLIANCE OFFICER | — |
| Sarah Ann Wells | CHIEF COMPLIANCE OFFICER, PRINCIPAL; PRINCIPAL | — |
| WELLS TERRY BRADLEY | MANAGING PRINCIPAL/CHIEF COMPLIANCE OFFICER | — |
| WELLS SARAH ANN | PRINCIPAL | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/125209/brochure
- Similar advisers: https://search.stillhousedata.com/firm/125209/similar
- Related entities: https://search.stillhousedata.com/firm/125209/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/125209

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.