WELLS FINANCIAL ADVISORS, INC. of FRAMINGHAM, MA is an SEC-registered investment adviser (CRD 125209). Regulatory assets under management: $279.3M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth.
| 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 | — |