Proctor Financial
33yrs
Top 10% by experience nationwide
Proctor Financial
Sherborn, MA. Legal name: Proctor Financial, Inc.
About the firm
A registered investment advisory firm based in Sherborn, Massachusetts. It manages about $382 million for roughly 210 individual clients. Services include financial planning, investment management for individuals and small businesses, retirement plan consulting.
How they work
How they’re paid ?A percentage of the assets they manage; Flat or fixed fees
Typical client size ?$1.82 million
Assets under management ?$382 million
Individual clients210
Median years of experience30
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersOther services
Advisors at Proctor Financial
2Advisors
30Median years of experience
1States with offices
–Offices
Also known as
Proctor Financial, Inc.
About Proctor Financial
How do I contact Proctor Financial?
Call the main office at (781) 235-0405. The main office is at 18 N. Main Street, Sherborn, MA 01770.
How is Proctor Financial paid?
The firm reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Proctor Financial offer?
Financial planning, Investment management for individuals and small businesses, Retirement plan consulting, Choosing other investment managers, Other services.
How many advisors work at Proctor Financial?
We list 2 advisors currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.