Compass Capital
46yrs
Top advisor by experience in Braintree
28yrs
Seth Chadwick
Financial advisor at Compass Capital
Based in Braintree, Massachusetts, Seth Chadwick is a fiduciary financial advisor with 28 years of industry experience. Seth has been with Compass Capital since 2019; before that, Seth spent two years at Truist Advisory Services and four years at Truist Investment Services. Compass Capital offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 201 advisors with offices in Braintree, and one of 173 fiduciaries.
At a glance
Experience28 years (since 1999)
How that compares ?Top 21% by experience nationwide
Office50 Braintree Hill Office Park Suite 105, Braintree, MA 02184
FirmCompass Capital
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$520,864
Advisors at the firm11
States licensed ?2 states
Services through Compass Capital
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managers
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.
Career
- 2019 – nowCompass Capital CorporationCurrent firm
- 2016 – 2019Truist Advisory Services, Inc.Previously
- 2012 – 2016Truist Investment Services, Inc.Previously
- 2010 – 2012BB&t Investment Services, Inc.Previously
- May 2009 – Feb 2010Chase Investment Services Corp.Previously
- Feb 2007 – Jul 2008Invest Financial CorporationPreviously
Contact Seth
(781) 535-6083Compass Capital main office 50 Braintree Hill Office Park Suite 105Braintree, MA 02184Office · Get directions Firm websitewww.compassfinancialservicesgroup.com
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Questions to ask Seth
Tailored to Seth’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Seth
How do I contact Seth?
Call Compass Capital at (781) 535-6083 and ask for Seth Chadwick. Seth works from the Braintree, MA office.
How long has Seth been a financial advisor?
Seth has been in the industry since 1999, about 28 years. Top 21% by experience nationwide.
What licenses does Seth hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Seth a fiduciary?
Seth is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Seth paid?
Compass Capital reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Seth 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.
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