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FINANCIAL SOLUTIONS ASSOCIATES

DEDHAM, MA · CRD 130397 · IAPD ↗ · govermanfinancialsolutions.net · 781-251-0505

$171.9MRegulatory AUM
2Advisory reps
2Employees
0Clients
251-500Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
May 2026 — FINANCIAL SOLUTIONS ASSOCIATES notice-filed in VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
April 2024 — FINANCIAL SOLUTIONS ASSOCIATES reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
42
March 2024 — FINANCIAL SOLUTIONS ASSOCIATES notice-filed in NY.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.