Flagship Wealth Advisors, Llc.
- Regulatory AUM
- $749M
- Discretionary
- $732M
- Clients
- 482
- Avg AUM / client
- $1.6M
- Accounts
- 765
- Employees
- 7
AUM over time
Annual snapshots from Form ADV filings · as of Apr 21, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 261 | $75.5M | 10.1% |
| High net worth individuals | 217 | $669M | 89.3% |
| Pension and profit sharing plans | 4 | $4.4M | 0.59% |
People (9)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Paul V Ryan | Member | CFP | Jan 1998 (29y) | 75% or more |
| Donald Alde Joyal | Registered representative | Dec 2014 (12y) | ||
| Scott Louis Facchetti | Registered representative | Feb 2017 (9y) | ||
| Richard Paul Joyal | Registered representative | May 2017 (9y) | ||
| Stephen Michael Stabile | Registered representative | Jan 2018 (9y) | ||
| Susan N. Big | Registered representative | Feb 2018 (8y) | ||
| Barbara Nan Reed | Registered representative | Oct 2018 (8y) | ||
| Karl L. Hambrecht | Registered representative | May 2026 (0y) | ||
| Michael Bergeron | Registered representative | Jul 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/21/2026 | 851 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 21, 2026.
View current Form ADV (SEC/IAPD) ↗