CFA financial advisors in Massachusetts
How do I find fee-only advisors who hold the CFA in Massachusetts?
In Massachusetts, look for a fee-only advisor who holds the CFA charter if investment analysis is your main need. The CFA centers on investing, so check who handles the rest of your plan. Records to start with include Alex Rezzo of Andante Financial, Patrick Cote of AssetGrade and Christopher Mikus of Birch Hill Investment Advisors.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Alex Rezzo Andante Financial, Burlington Holds the CFP, CFA and CPA. Fees on file: percentage of assets, fixed fees.
- Patrick Cote AssetGrade, Boston Holds the CFP and CFA. Fees on file: percentage of assets.
- Christopher Mikus Birch Hill Investment Advisors, Boston Holds the CFP and CFA. Fees on file: percentage of assets.
- Caroline Gaffney Atwater Wealth Management, Boston Holds the CFP and CFA. Fees on file: percentage of assets, flat fee or retainer.
- Eric Henderson East Horizon Investments, Cambridge Holds the CFP and CFA. Fees on file: percentage of assets.
- Ousmane Diagne Timbuktu Capital Management, Boston Holds the CFP and CFA. Fees on file: flat fee or retainer.
By the numbers
- Advisors listed
- 150
- Firms
- 102
- Cities
- 58
- Hold the CFP
- 20%
- Other credentials: CFA 100% · CPA 1%
- How they charge (of 150 with fees on file): percentage of assets 93% · fixed fees 57% · hourly 53% · performance-based fees 10%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
CFA financial advisors by state
- California (276)
- Texas (138)
- Pennsylvania (131)
- New York (125)
- Illinois (120)
- Florida (115)
- Georgia (104)
- Colorado (87)
- Ohio (80)
- North Carolina (76)
- Virginia (74)
- Michigan (73)
- Washington (70)
- Maryland (67)
- Minnesota (63)
- Wisconsin (59)
- New Jersey (58)
- Tennessee (54)
- Connecticut (47)
- Arizona (46)
- Oregon (36)
- Missouri (33)
- Indiana (27)
Questions about cFA financial advisors
How many fee-only advisors who hold the CFA in Massachusetts are there?
The Wellspent public graph lists 150 fee-only advisors who hold the CFA in Massachusetts, at 102 firms. We counted every advisor record that fits, as of October 2026.
Where are fee-only advisors who hold the CFA in Massachusetts located?
Of the 150 fee-only advisors who hold the CFA in Massachusetts, 50 are in Boston, followed by 8 in Wellesley and 6 in Braintree.
How do fee-only advisors who hold the CFA in Massachusetts charge?
The most common fee among fee-only advisors who hold the CFA in Massachusetts is a percentage of assets, used by 93% of the 150 with fees on file. Many use more than one: 57% charge fixed fees and 53% charge by the hour.
How many fee-only advisors who hold the CFA in Massachusetts hold the CFP?
20% of the 150 fee-only advisors who hold the CFA in Massachusetts hold the CFP certification, based on the credentials listed on each record.
How much do fee-only financial advisors charge in Massachusetts?
Fee-only financial advisors in Massachusetts charge a median of $5,000 a year for ongoing planning. We found this across the published prices of 21 Massachusetts firms.
How much does a one-time financial plan cost in Massachusetts?
A one-time financial plan from a fee-only firm in Massachusetts has a median price of $3,000. We found this across the published prices of 27 Massachusetts firms.
How does Wellspent decide who counts as fee-only advisors who hold the CFA?
We count an advisor here when their record lists the CFA.
What should I ask fee-only advisors who hold the CFA in Massachusetts?
Who handles my tax and retirement planning? How do you build a portfolio? Do you pick investments yourself, or use funds? How do you charge?
How current is this list of fee-only advisors who hold the CFA in Massachusetts?
Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.
All 150 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Chris Steward, CFA®, CFP®, RICP®, M.A. (Cantab) | Impact Advisors Group LLC | Duxbury | CFP, CFA | Percentage of assets, Ongoing planning fee |
| Greg Peterson | Adaptive Financial Solutions, Inc. | Cambridge | BA, CFA, CFP, MA | Fixed fees |
| Ian Rea | Slate Peak Financial Services, LLC | Medfield | CFA, CFP, MBA | Ongoing planning fee, One-time planning fee |
| Dan Pinheiro | South Coast Planning & Wealth Management LLC | Fall River | CAIA, CFA, CFP, CPWA | Percentage of assets, Fixed fees |
| Eric Henderson | East Horizon Investments | Cambridge | CFA, CFP | Percentage of assets |
| Jason Lilly | Tenere Wealth Advisors | Hyannis | CFP, CFA | Percentage of assets, One-time planning fee |
| Lauren Overzet We deliver a boutique planning experience for highly-compensated individuals and high-net-worth families who desire the partnership, service and knowledge of a team of financial professionals. | Civic Financial | Boston | CFA, CFP | Percentage of assets, One-time planning fee |
| John Russell | Peak Asset Management | Needham | CFA | Percentage of assets |
| Michelle Wells | Darrow Wealth Management | Needham | CFA | Percentage of assets |
| Shane Kelly | Mayport | Newton | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| David Manteau | Colman Knight | Acton | CFP, CFA | Flat fee or retainer, Ongoing planning fee |
| Jennifer Dougherty | BroadWealth LLC. | Winchester | CFA | Percentage of assets, Hourly |
| Matthew Biggar | Stage Harbor Financial | Westwood | CFP, CFA | Percentage of assets, Fixed fees |
| Matthew Hodges | Napier Financial | Braintree | CFP, CFA | Percentage of assets, Hourly |
| Patrick Cote | AssetGrade | Boston | CFP, CFA | Percentage of assets |
| Adam Grossman | Mayport | Newton | CFA | Flat fee or retainer, Ongoing planning fee |
| Brian Presti | TFC Financial | Boston | CFA | Percentage of assets, Hourly |
| Dinghao Jiang | Downtown Wealth Studios | Wellesley | CFA | Percentage of assets, Fixed fees |
| Edmond Griffin | Apex Investment Group | Hudson | CFA | Percentage of assets |
| Oleg Litvinenko | Meeting House Capital | Concord | CFA | Percentage of assets |
| Scott Burg | TFC Financial | Boston | CFA | Percentage of assets, Hourly |
| Alex Kozlowski | Pallas Capital Advisors | Braintree | CFA | Percentage of assets, Hourly |
| Caroline Gaffney | Atwater Wealth Management | Boston | CFP, CFA | Percentage of assets, Flat fee or retainer |
| Christopher Gauthier | Stonehearth Capital Management | Danvers | CFA | Percentage of assets, Hourly |
| Daniel Friel | JSK Capital Advisors | Waltham | CFA | Percentage of assets, Hourly |
| Dustin Latham | Alternative Capitalis | Wrentham | CFA | Percentage of assets, Hourly |
| Emily Richard | Pallas Capital Advisors | Braintree | CFA | Percentage of assets, Hourly |
| George Kimball | Needham Advisory | North Andover | CFA | Percentage of assets, Hourly |
| Ian Browning | Peddock Capital Advisors | Braintree | CFA | Percentage of assets, Hourly |
| James Fonzi | Breakwater Capital Group | Stoneham | CFA | Percentage of assets, Hourly |
| Joseph Somerset | Beantown Financial Advisors | Jefferson | CFA | Percentage of assets, Hourly |
| Justin Klunder | Gray Private Wealth | Canton | CFA | Percentage of assets, Hourly |
| Matthew Slaney | FinArc Investments | Norwood | CFA | Percentage of assets |
| Michael Vazza | Pallas Capital Advisors | Braintree | CFA | Percentage of assets, Hourly |
| Wei Wang | Triple Summit Advisors | Newton | CFP, CFA | Percentage of assets, Flat fee or retainer |
| William Reeve | Kastel Capital | Wellesley | CFP, CFA | Percentage of assets, Hourly |
| Erin Kerr | Choate Wealth | Boston | CFA | Percentage of assets, Hourly |
| Harrison Odaniell | Choate Wealth | Boston | CFA | Percentage of assets, Hourly |
| Holly Colvin | Helm Financial Planning | West Newbury | CFP, CFA | Percentage of assets, Hourly |
| Howard Holmes | Holmes Investment Management | Brockton | CFA | Percentage of assets, Fixed fees |
| Jacob Kidder | Choate Wealth | Boston | CFA | Percentage of assets, Hourly |
| Jonathan McGraw Bentley | Choate Wealth | Boston | CFA | Percentage of assets, Hourly |
| Kelsey Sullivan | Choate Wealth | Boston | CFA | Percentage of assets, Hourly |
| Kevin McCutcheon | BlueDoor Private Wealth | Beverly | CFA | Percentage of assets, Hourly |
| Ousmane Diagne | Timbuktu Capital Management | Boston | CFP, CFA | Flat fee or retainer |
| Sean McGuirk | Lincoln Capital | Uxbridge | CFA | Percentage of assets, Fixed fees |
| Steven Dray | Zevin Asset Management | Boston | CFP, CFA | Percentage of assets, Hourly |
| Tamer Alamuddin | Choate Wealth | Boston | CFA | Percentage of assets, Hourly |
| Timothy Nash | Aequitas Investment Advisors | Hingham | CFA | Percentage of assets, Hourly |
| Alex Rezzo | Andante Financial | Burlington | CFA, CFP, CPA | Percentage of assets, Fixed fees |
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