W Wellspent Public advisor graph
Get matched
Wellspent public graph/Locations/United States/Massachusetts
United States

Fee-only advisors in Massachusetts

Northeast fee-only cluster anchored on Boston and Cambridge.

What fee-only financial advisors charge in Massachusetts

By the numbers

The Wellspent public graph lists 876 fee-only financial advisors serving Massachusetts at 402 firms, most in Boston, Braintree and Needham. 38% hold the CFP certification. Of the 874 with fees on file, 90% charge percentage of assets.

Advisors listed
876
Firms
402
Cities
160
Hold the CFP
38%
  • Other credentials: CFA 17% · CPA 1% · EA 1%
  • How they charge (of 874 with fees on file): percentage of assets 90% · fixed fees 63% · hourly 56% · one-time planning fee 7%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

Advisors serving Massachusetts (876)

Fee-only advisors serving Massachusetts: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Kevin Feig Rewrite Your Money Story. Build Real Wealth. Walk You To Wealth Dover CFP, CPA, PFS Subscription
Ashley Rittershaus Flat-fee, six-month planning for people who want to retire early, work less or change course while caring for their future selves. Curious Crow Financial Planning Revere CFP One-time planning fee
Glenn Brown PlanDynamic, LLC Framingham CFP, CRPC, MBA Percentage of assets, Ongoing planning fee
MaryAnne Gucciardi Wealthmind Financial Planning LLC Cambridge CFP, RICP, BA, MBA Percentage of assets, Ongoing planning fee
Mike Morton Morton Financial Advice Harvard CFP, ChFC, RLP Flat fee or retainer, Hourly
Rana Choubah Meridian Financial Advisors, LLC Holliston CFP, CRPC, CRPS, MPAS Percentage of assets, Ongoing planning fee
Steven Stanganelli Clear View Wealth Advisors, LLC Amesbury AEP, CFP, CRPC, MS Percentage of assets, Flat fee or retainer
Christopher Lazzaro Plan For It Financial delivers personalized, actionable financial advice and education empowering you to make informed decisions about your future with confidence. Plan For It Financial, LLC Salem ChFC, RICP One-time planning fee, Subscription
Jay Abolofia Lyon Financial Planning, LLC Waltham CFP, PhD Flat fee or retainer, Hourly
Stephanie Loeffel Ascend Financial LLC Scituate CFP Percentage of assets, Ongoing planning fee
T.J. van Gerven Memento Financial Planning Boston CFP Percentage of assets, Ongoing planning fee
Theodore van Gerven Memento Financial Planning Boston CFP Percentage of assets, Ongoing planning fee
Clandine Schrock Montis Financial Waltham CFP, CPWA Percentage of assets, Hourly
John Spoto Sentry Financial Planning, LLC Andover CFP, MBA Percentage of assets, One-time planning fee
Justin Green Assist FP Marlborough CFP, MSFP One-time planning fee
Quentara Costa Powwow, LLC North Andover CFP, MSFP Hourly, Ongoing planning fee
Vincent Renaut Pier 42 Advisors South Dennis CFP Percentage of assets, Hourly
Annie McQuilken Forever Financial Advisors, LLC Worcester CFP, CFT-I, MS Percentage of assets, Hourly
Brendan O'Rourke Greenway Financial Advisors LLC Burlington CFP, EA Percentage of assets, Hourly
Grant Joiner Vineyard Wealth Group Vineyard Haven CFP, AAMS, EA Percentage of assets, One-time planning fee
Nicholas Stevens Evergreen Wealth Management Boston CFP Flat fee or retainer, Ongoing planning fee
Andrew Chan Locker Financial Services, LLC Needham BS, CFP, CIMA One-time planning fee, Hourly
Brandon Jordan, MSA, CFP®, ChFC®, CEPA®, CVGA®, CLU®, Ea Impact Advisors Group LLC Duxbury CFP, EA, ChFC Percentage of assets, Ongoing planning fee
Chris Steward, CFA®, CFP®, RICP®, M.A. (Cantab) Impact Advisors Group LLC Duxbury CFP, CFA Percentage of assets, Ongoing planning fee
Debbie Levenson Levenson Wealth LLC Newtonville CFP, MBA One-time planning fee, Ongoing planning fee
Elise Stevenson Clearvue Advisors Milton CFP, MBA Percentage of assets
Eric Roberge Use our strategies to make optimal financial decisions that allow you you live well today while planning responsibly for tomorrow. Beyond Your Hammock LLC Boston CFP Subscription, Flat fee or retainer
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
Michael Gross Rising Tides Financial, LLC Needham CFP, CPA, MST Fixed fees
Misty Lynch Sound View Financial Advisors, LLC Newton Center CFP Percentage of assets, Hourly
Thomas Fisher Fisher Financial Strategies Cambridge CFP Hourly, One-time planning fee
Caden Buckley Beacon Financial Planning, Inc. Hyannis CFP Percentage of assets, Fixed fees
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
Jennifer Lane Compass Planning Associates Westwood CFP, MBA Hourly, One-time planning fee
Kelsey Brennan Perennial Advisors Group, LLC Westford CFP Ongoing planning fee
Leslie Modica Saltbox Financial Newburyport CFP Hourly, Ongoing planning fee
Liam Timmons Timmons Wealth Management Attleboro CFP, CIMA, MBA Percentage of assets
Shaun Erickson Single Point Partners Boston CFP Flat fee or retainer, Ongoing planning fee
Susan Moore Moore Financial Advisors, Ltd. Watertown CFP, MS Hourly, Ongoing planning fee
Anthony Salotto Delphinus Financial Advisors, LLC Mansfield BS, CFP, EA, MS Fixed fees
Cheryl Costa Woodside Wealth Management LLC Framingham BS, CFP, MBA Percentage of assets, Flat fee or retainer
John Kochevar Kochevar Financial Planning, LLC Grafton CFP Ongoing planning fee
Kristin McKenna Darrow Wealth Management Needham CFP Percentage of assets
Matthew McCreary Darrow Wealth Management Needham CFP Percentage of assets
Beth Lundberg Hawthorne Wellman Financial Planning Tyngsboro CFP Hourly, One-time planning fee
Cory Christiana NEXTEN FP Hingham CFP Percentage of assets, Fixed fees
Jeffrey Meenes Meenes Wealth Partners Shrewsbury CFP Flat fee or retainer, Ongoing planning fee

Firms headquartered in Massachusetts (352)

All 352 firms in Massachusetts