Raymond James & Associates
47yrs
Top advisor by experience in Wellesley
7yrs
Stephen Marsters is a fiduciary financial advisor in Wellesley, Massachusetts, with 7 years in the industry. Stephen joined Focus Partners Wealth in 2024, after four years at GW & Wade. Focus Partners Wealth offers financial planning, investment management, and private fund management and is paid through a percentage of assets, hourly fees, and flat fees.
One of 446 advisors with offices in Wellesley, and one of 393 fiduciaries.
At a glance
Experience7 years (since 2020)
How that compares ?7 years in the industry
Office93 Worcester Street 4th Floor, Wellesley, MA 02481
How the firm is paid ?Percent of assets, Hourly, Flat fee, Performance fee, Other
Typical client at the firm ?$2.56 million
Advisors at the firm1,037
States licensed ?1 state
Services through Focus Partners Wealth
Financial planningInvestment management for individuals and small businessesManaging mutual fundsManaging private fundsInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational 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 65Uniform Investment Adviser Law Examination
Career
- 2024 – nowFocus Partners Wealth, LLCCurrent firm
- 2020 – 2024GW & Wade, LLCPreviously
Questions to ask Stephen
Tailored to Stephen’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- Your firm can charge performance-based fees. Would that apply to me?
- 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 Stephen
How do I contact Stephen?
Call Focus Partners Wealth at (314) 725-0455 and ask for Stephen Marsters. Stephen works from the Wellesley, MA office.
How long has Stephen been a financial advisor?
Stephen has been in the industry since 2020, about 7 years. 7 years in the industry.
What licenses does Stephen hold?
Series 65. Tap any license on this page to see what it allows.
Is Stephen a fiduciary?
Stephen is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Stephen paid?
Focus Partners Wealth reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, a share of investment gains, other fees. Ask Stephen 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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