AdvisorRanked
100
Clean

WILKINS INVESTMENT COUNSEL, INC

160 FEDERAL ST., 22ND FLOOR, BOSTON, MA 2110
Fiduciaryfee-onlySEC Registered
617-951-9969 HTTP://WWW.WILKINSINVEST.COM CRD #104913
$1.1B
Assets Managed
6
Clients
11
Employees
37
Years Active
since 1989

Compensation Model

% of Assets (AUM)
Hourly Fees
Fixed / Flat Fees
Commissions
Performance Fees

Compensation type disclosed on SEC Form ADV Item 5C. Filed 46126. Specific fee percentages are available in this firm's Form ADV Part 2A brochure at adviserinfo.sec.gov.

Conflict of Interest Analysis

Broker-Dealer Affiliated: No

No broker-dealer affiliation. Lower risk of commission-driven advice.

Insurance Licensed: No

Not insurance licensed. Cannot sell you annuity or insurance products directly.

Custody of Client Assets: No

Assets held at an independent custodian (e.g., Schwab, Fidelity, TD Ameritrade). This is the standard, lower-risk arrangement.

Proprietary Products: No

Uses only third-party investment products. No proprietary product conflicts.

Regulatory & Disciplinary History

Clean Record

No disciplinary events, regulatory actions, or customer complaints on file with the SEC or FINRA. This firm has maintained a spotless regulatory record for 37 years.

Firm Details

Legal NameWILKINS INVESTMENT COUNSEL, INC
CRD Number#104913
SEC RegisteredYes
Registration Date1989-09-14
States RegisteredMA
Assets Under Management$1.1B
Number of Clients6
Employees11
Compensation Typefee-only
Last ADV Filing46126

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Frequently Asked Questions

Is WILKINS INVESTMENT COUNSEL, INC a fiduciary?

Yes. WILKINS INVESTMENT COUNSEL, INC is a registered investment adviser (RIA) with the SEC, which means they are legally required to act as a fiduciary — putting your interests ahead of their own.

How does WILKINS INVESTMENT COUNSEL, INC charge clients?

WILKINS INVESTMENT COUNSEL, INC uses a fee-only compensation model. Full fee details are in their Form ADV Part 2A brochure at adviserinfo.sec.gov.

Does WILKINS INVESTMENT COUNSEL, INC have any complaints?

No. WILKINS INVESTMENT COUNSEL, INC has zero complaints or disciplinary actions on file with the SEC or FINRA across 37 years of operation.

How does WILKINS INVESTMENT COUNSEL, INC compare to other advisors in BOSTON?

WILKINS INVESTMENT COUNSEL, INC has a Red Flag Score of 100/100. There are 339 registered advisory firms in BOSTON. Use our city page to compare firms side by side.

Where does this data come from?

All information is sourced from SEC Form ADV public filings (mandatory regulatory disclosures) and FINRA BrokerCheck records. Last updated: 2026-06-24. We do not accept payment from financial advisors.

Data source: SEC Form ADV (Parts 1 and 2A) filed with the Investment Adviser Registration Depository (IARD). Filing date: 46126. Last data refresh: 2026-06-24. AdvisorRanked does not verify the accuracy of SEC filings. This is not financial advice.