ChooseAFinancialAdvisor.com
Advisors / Massachusetts / Boston
18yrs

George Ferrel

Financial advisor at Purefi Wealth

George Ferrel has worked in the financial industry for 18 years and is a fiduciary financial advisor based in Boston, Massachusetts. George has been with Purefi Wealth since 2025; before that, George spent less than a year at First Citizens Investor Services and five years at Merrill. Purefi Wealth offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.

One of 3765 advisors with offices in Boston, and one of 3311 fiduciaries.

Boston, MA 02109Fiduciary advisor
Call the officeDirections

At a glance

Experience18 years (since 2009)
How that compares ?More experience than 59% of advisors in Boston
Office10 Post Office Square Suite 710, Boston, MA 02109
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$3.19 million
Advisors at the firm7
States licensed ?1 state

Services through Purefi Wealth

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing 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.

Series 66Uniform Combined State Law Examination

Career

  1. Nov 2025 – now
    Purefi Wealth, LLCCurrent firm
  2. May 2025 – Oct 2025
  3. 2009 – 2014
    MerrillPreviously
  4. Mar 2009 – Oct 2009
    Banc of America Investment Services, Inc.Previously

Questions to ask George

Tailored to George’s registration and firm.

  1. What does a financial plan with you include, and how often is it updated?
  2. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. 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 George

How do I contact George?

Call Purefi Wealth at (617) 488-9320 and ask for George Ferrel. George works from the Boston, MA office.

How long has George been a financial advisor?

George has been in the industry since 2009, about 18 years. More experience than 59% of advisors in Boston.

What licenses does George hold?

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

Is George a fiduciary?

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

How is George paid?

Purefi Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask George 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

Mayflower Advisors
47yrs
Lloyd Glazer
Financial advisor
265 Franklin Street Suite 401
Boston, MA 02110
Top advisor by experience at Mayflower Advisors
Fiduciary
Call Directions
Morgan Stanley
47yrs
Donald Stanton
Financial advisor
28 State Street 26th Floor
Boston, MA 02109
Top 1% by experience in Boston
PlanningInvesting
Call Directions
Morgan Stanley
47yrs
J Powell
Financial advisor
28 State Street 26th Floor
Boston, MA 02109
Top 1% by experience in Boston
Fiduciary
Call Directions
Morgan Stanley
47yrs
Edward Dubilo
Financial advisor
28 State Street 26th Floor
Boston, MA 02109
Top 1% by experience in Boston
Fiduciary
Call Directions
Osbon Capital Management
47yrs
John Osbon
Financial advisor
75 State Street Suite 100
Boston, MA 02109
Top 1% by experience in Boston
Fiduciary
Call Directions
UBS Financial Services
47yrs
Philip Howlett
Financial advisor
One Post Office Square
Boston, MA 02109
Top 1% by experience in Boston
Fiduciary
Call Directions

See all advisors near Boston