ChooseAFinancialAdvisor.com
Advisors / Massachusetts / Franklin
10yrs

Scott Bonacci

Financial advisor at Strategic Advisers

Scott Bonacci is a fiduciary financial advisor in Franklin, Massachusetts, with 10 years in the industry. After seven years at Fidelity Personal and Workplace Advisors, Scott joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. Strategic Advisers reports being paid through a percentage of assets and flat fees.

One of 35 advisors with offices in Franklin, and one of 31 fiduciaries.

Franklin, MAFiduciary advisor

At a glance

Experience10 years (since 2017)
How that compares ?More experience than 58% of advisors at Strategic Advisers
OfficeFranklin, MA
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?2 states

Services through Strategic Advisers

Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 66Uniform Combined State Law Examination

Career

  1. Mar 2025 – now
  2. 2018 – 2025
    Fidelity Personal and Workplace AdvisorsPreviously
  3. Mar 2017 – Jul 2018

Contact Scott

(617) 563-7000Firm headquarters in Boston, MA. Ask for Scott. Franklin, MAOffice · Get directions

Is this you? Claim your free profile to add a direct line, email, photo, and specialties.

Questions to ask Scott

Tailored to Scott’s registration and firm.

  1. At a firm this size, will I work with you directly or with a service team?
  2. What does a financial plan with you include, and how often is it updated?
  3. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  4. Where would my money be held, and will I get statements directly from that firm?
  5. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

Sign in to keep private notes, score your first meeting, and track this advisor alongside others.

About Scott

How do I contact Scott?

Call Strategic Advisers at (617) 563-7000 and ask for Scott Bonacci. Scott works from the Franklin, MA office.

How long has Scott been a financial advisor?

Scott has been in the industry since 2017, about 10 years. More experience than 58% of advisors at Strategic Advisers.

What licenses does Scott hold?

Series 66. Tap any license on this page to see what it allows.

Is Scott a fiduciary?

Scott is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Scott paid?

Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Scott for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.

Other advisors nearby

Byrne Financial Freedom
42yrs
James Walsh
Financial advisor
11 East Street
Franklin, MA 02038
Top advisor by experience at Byrne Financial Freedom
Fiduciary
Call Directions
Raymond James Financial Services Advisors
42yrs
Janet Frye
Financial advisor
443 East Central Street
Franklin, MA 02038
Top 2% by experience nationwide
Fiduciary
Call Directions
Raymond James Financial Services Advisors
34yrs
Mark Dittrich
Financial advisor
443 East Central Street
Franklin, MA 02038
Top 10% by experience nationwide
CFP®Fiduciary
Call Directions
Cambridge Investment Research Advisors
31yrs
Louis Kline
Financial advisor
29 Dean Ave
Franklin, MA 02038
Top 15% by experience nationwide
Fiduciary
Call Directions

See all advisors near Franklin