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Whitman Financial Services, LLC - Wakefield, MA


For full transparency, we want you to know how we charge for our services.

We're different because we do so much more than other financial advisers.  

Many financial advisers work solely on commissions or have a single fee schedule.  We have three (3) different fee schedules that reflect the work we do for you.

Click on any of the links below:

For Financial Planning or Financial Consulting, click here:  Financial Planning Fee Schedule.  

For Tax Preparation and Representation (audit), click here:  Tax Preparation and Representation Fee Schedule

For our Client Relationship Summary, designed in part to help you understand the difference between brokerage and advisory relationships at LPL and what services are provided under each arrangement,

click here:

For Investment Advisory services provided through LPL Financial, click here:  [coming soon]