Mitchell
Goldfeld

Rpg Family Wealth Advisory, LLC

CRD#1903537
Investment Advisor
in Burlington, MA

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About this Advisor

Mitchell Goldfeld is a financial advisor working out of Burlington, Massachusetts with a total of 8 years of industry experience. Goldfeld is on the advisory team at Rpg Family Wealth Advisory, LLC. Their career trajectory has included roles at Detwiler Fenton Investment Management, LLC, Detwiler Fenton Wealth Management, Inc and Rpg Family Wealth Advisory, LLC. Goldfeld holds Series 63 and Series 66 licenses, certifying them as a securities representative, and can operate in Massachusetts. Rpg Family Wealth Advisory, LLC is a financial advisory firm headquartered in Burlington, MA. The company has a total of 12 people on staff. It oversees $420 million in total assets among its 1,424 accounts, placing it among the larger financial advisory firms in the nation by assets under management. Of its 1,424 client accounts, 26% are held by high-net-worth investors who have greater than $1 million in investable assets. The business performs a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees charged by financial advisors largely vary depending on which services the firm provides the client. Fees billed by Rpg Family Wealth Advisory, LLC can include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

25 Burlington Mall Road Suite 404
Burlington, MA 01803

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Rpg Family Wealth Advisory, LLC Brokerage Details

Total Assets Under Management

$420,118,957

MA Average: $16,012,751,954
Total Number of Employees

12

MA Average: 118
Total Number of Accounts

1,424

MA Average: 4,567
Average Account Size

$295,027

MA Average: $3,506,186

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Mitchell Goldfeld Work History

Mitchell has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

Rpg Family Wealth Advisory, LLC

2012 - 2015 (3 years)

Detwiler Fenton Wealth Management, Inc

2010 - 2015 (5 years)

Detwiler Fenton Investment Management, LLC

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Mitchell Goldfeld to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Rpg Family Wealth Advisory, LLC

Deborah Friend
Burlington, MA
Mitchell Goldfeld
Burlington, MA
William Eaton
Burlington, MA
Juan Donabedian
Burlington, MA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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