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The fee is billed in advance and is negotiable.","source":"FORM ADV PART 2A - FIRM BROCHURE, filed 31 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Buckley Wealth Management use?","answer":"Buckley Wealth Management’s separately managed account assets are held at Fidelity Brokerage Services LLC (Smithfield, RI), with $644M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Buckley Wealth Management have?","answer":"Buckley Wealth Management has 5 investment adviser representatives registered with state securities authorities, out of 6 employees, and 5 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Buckley Wealth Management invest in?","answer":"At the end of its last fiscal year, Buckley Wealth Management’s separately managed accounts held 64% exchange-traded equities, 17% cash and equivalents, 11% U.S. government and agency bonds, 6% state and local bonds, 1% investment grade corporate bonds and 1% registered funds (mutual funds, ETFs, BDCs).","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Buckley Wealth Management?","answer":"Buckley Wealth Management’s direct owners are Susan Buckley (25% to 50%), Brian J. and Susan E. Buckley Family Trust Dated December 11, 1986 (75% or more), John Buckley (10% to 25%), Brian Buckley (25% to 50%), Brian J. and Susan E. Buckley Family (75% or more), Sweet Pea Family Trust Dated March 21, 2023 (10% to 25%), and Sweet Pea Family Trust Dated March (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 31 March 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Buckley Wealth Management get paid?","answer":"Buckley Wealth Management is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.","source":"Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Is Buckley Wealth Management registered with the SEC?","answer":"Yes, Buckley Wealth Management has been registered with the SEC as an investment adviser since 17 February 2017. 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