ChooseAFinancialAdvisor.com
Advisors / Massachusetts / Petersham
2yrs

Allison Forte

Financial advisor at Strategic Advisers

Allison Forte has worked in the financial industry for 2 years and is a fiduciary financial advisor based in Petersham, Massachusetts. After less than a year at Fidelity Personal and Workplace Advisors, Allison joined Strategic Advisers in 2025, a firm offering financial planning, investment management, and selecting outside investment managers. The firm is paid through a percentage of assets and flat fees.

Petersham, MAFiduciary advisor
Call Strategic AdvisersDirections

At a glance

Experience2 years (since 2025)
How that compares ?2 years in the industry
OfficePetersham, 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 ?1 state

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. Jan 2025 – Mar 2025
    Fidelity Personal and Workplace AdvisorsPreviously

Contact Allison

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

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Questions to ask Allison

Tailored to Allison’s registration and firm.

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

My notes and scorecard

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About Allison

How do I contact Allison?

Call Strategic Advisers at (617) 563-7000 and ask for Allison Forte. Allison works from the Petersham, MA office.

How long has Allison been a financial advisor?

Allison has been in the industry since 2025, about 2 years. 2 years in the industry.

What licenses does Allison hold?

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

Is Allison a fiduciary?

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

How is Allison paid?

Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Allison 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.