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
James Ho West Branch Capital Amherst CFA Percentage of assets, Fixed fees
Jason Burack Hawk Capital Management Millbury Not listed Percentage of assets, One-time planning fee
Jeffrey Bonvallat Bon Investments Acton CFA Percentage of assets
John Lavasseur Five Corners Financial Services Easton Not listed Percentage of assets, Fixed fees
John Verducci Verducci Asset Management Agawam Not listed Percentage of assets
Jonathan Pate TwinFocus Boston Not listed Percentage of assets, Hourly
Joseph Barry Barry Investment Advisors New Bedford CFA Percentage of assets, Fixed fees
Joseph Bourque Worcester Advisors Worcester Not listed Percentage of assets
Kenneth Doerr Auour Investments Woburn Not listed Percentage of assets
Kevin Bonacci Riverview Capital Advisers Boston Not listed Percentage of assets, Hourly
Lawrence Miller Family Fiduciary Services Newton Not listed Percentage of assets
Lisa MacEwen Howland Capital Boston Not listed Percentage of assets, Hourly
Mark Naylor Auour Investments Woburn Not listed Percentage of assets
Matthew Malicki Birch Hill Investment Advisors Boston CFA Percentage of assets
Matthew Marsallo TwinFocus Boston Not listed Percentage of assets, Hourly
Matthew Soucy Family Fiduciary Services Beverly Not listed Percentage of assets
Michael Marchetti Lakeview Financial Planning Shirley Not listed Percentage of assets, Hourly
Paul Thompson TwinFocus Boston Not listed Percentage of assets, Hourly
Paula Pienkowska Riverview Capital Advisers Boston Not listed Percentage of assets, Hourly
Peter Dixon Howland Capital Boston Not listed Percentage of assets, Hourly
Robert Kuftinec Auour Investments Woburn Not listed Percentage of assets
Robert Oneil Birch Hill Investment Advisors Boston CFA Percentage of assets
Sangam Dahal Worcester Advisors Worcester Not listed Percentage of assets
Stephen Wilchins Family Fiduciary Services Beverly Not listed Percentage of assets
Taylor Thomas South Shore Capital Advisors Boston Not listed Percentage of assets, Fixed fees
William Waldrip TwinFocus Boston Not listed Percentage of assets, Hourly
Andrew Hawes Vista Way Advisors Charlestown Not listed Percentage of assets, Hourly
Andrew Mazzola M3 Advisory Group Boston Not listed Percentage of assets, Hourly
Annette Sun SW Private Wealth Needham Not listed Percentage of assets, Hourly
Barbara Linnard Linnard Financial Management & Planning Boxborough Not listed Percentage of assets, Ongoing planning fee
Brendan Clune Timber Creek Capital Management Boston Not listed Percentage of assets
Cara Whipkey Wingate Wealth Advisors Lexington Not listed Percentage of assets, Fixed fees
Carie Carney Lenk Ladner Investment Solutions Osterville Not listed Percentage of assets
Carol Newman Wingate Wealth Advisors Lexington Not listed Percentage of assets, Fixed fees
Christopher Harris Zevin Asset Management Boston Not listed Percentage of assets, Hourly
Christopher Kondracki Kondracki Advisory Hingham Not listed Percentage of assets
Christopher O'Neill Anchor Capital Advisors Boston Not listed Percentage of assets, Hourly
Daniel Carr Anchor Capital Advisors Boston Not listed Percentage of assets, Hourly
Daniel Doucette Anchor Capital Advisors Boston Not listed Percentage of assets, Hourly
Daniel Hawthorne Lighthouse Financial Marblehead Not listed Percentage of assets, Hourly
David Watson Anchor Capital Advisors Boston Not listed Percentage of assets, Hourly
George Ferrel PUREfi Wealth Boston Not listed Percentage of assets, Hourly
George Whitmore Anchor Capital Advisors Boston Not listed Percentage of assets, Hourly
Jake Gigliotti M3 Advisory Group Dover Not listed Percentage of assets, Hourly
James Maxon James D Maxon Financial Advisors Bedford Not listed Percentage of assets
James Moise Little House Capital Braintree Not listed Percentage of assets, Hourly
Jane Li Zevin Asset Management Boston Not listed Percentage of assets, Hourly
Jeremiah Gallington NorthStar Asset Management Boston Not listed Percentage of assets
John Jeffries M3 Advisory Group Dover Not listed Percentage of assets, Hourly
Joseph Evangelista Wingate Wealth Advisors Lexington Not listed Percentage of assets, Fixed fees

Firms headquartered in Massachusetts (352)

All 352 firms in Massachusetts