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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
Julie Goodridge NorthStar Asset Management Boston Not listed Percentage of assets
Lianna Deprey Wingate Wealth Advisors Lexington Not listed Percentage of assets, Fixed fees
Luke Pata Little House Capital Braintree Not listed Percentage of assets, Hourly
Lynn Kelly Little House Capital Braintree Not listed Percentage of assets, Hourly
Mark Scionti M3 Advisory Group Dover Not listed Percentage of assets, Hourly
Matthew Lasker Wingate Wealth Advisors Lexington Not listed Percentage of assets, Fixed fees
Natasha Lamb Arjuna Capital Manchester Not listed Percentage of assets, Performance-based fees
Nicole Bogert PUREfi Wealth Boston Not listed Percentage of assets, Hourly
Patrick Fischoeder Anchor Capital Advisors Boston Not listed Percentage of assets, Hourly
Paul Simons PUREfi Wealth Boston Not listed Percentage of assets, Hourly
Peichi Lo Rhee + Company Natick Not listed Percentage of assets, Hourly
Peter Frailey Wingate Wealth Advisors Lexington Not listed Percentage of assets, Fixed fees
Richard Feely Little House Capital Braintree Not listed Percentage of assets, Hourly
Robert Deiana Lighthouse Financial Marblehead Not listed Percentage of assets, Hourly
Robert Stimson Little House Capital Braintree Not listed Percentage of assets, Hourly
Sandy Galuppo PUREfi Wealth Boston Not listed Percentage of assets, Hourly
Shawn Young Eagle Vista Way Advisors Charlestown Not listed Percentage of assets, Hourly
Stephanie Moroney Anchor Capital Advisors Boston Not listed Percentage of assets, Hourly
Stephen Cavagnaro Anchor Capital Advisors Boston Not listed Percentage of assets, Hourly
Thomas Brennecke Timber Creek Capital Management Boston Not listed Percentage of assets
Timothy Jones PUREfi Wealth Boston Not listed Percentage of assets, Hourly
William Herbert Balanced Wealth Management Needham Not listed Percentage of assets
William Hickey Anchor Capital Advisors Boston Not listed Percentage of assets, Hourly
William Rice Anchor Capital Advisors Boston Not listed Percentage of assets, Hourly
William Rice Anchor Capital Advisors Boston Not listed Percentage of assets, Hourly
Andrew Hass RF&L Wealth Management Acton Not listed Percentage of assets, Hourly
Andrew Straus Barry Investment Advisors New Bedford Not listed Percentage of assets, Fixed fees
Anne Christopulos West Branch Capital Hyannis Not listed Percentage of assets, Fixed fees
Ayaz Mahmud West Branch Capital Amherst Not listed Percentage of assets, Fixed fees
Cody Wright WH Cornerstone Duxbury Not listed Percentage of assets, Hourly
Ian Mahmud West Branch Capital Amherst Not listed Percentage of assets, Fixed fees
Melissa Sweet Sweet Money Greenfield Not listed Hourly
Michael Davis Cottage Street Advisors Marion Not listed Percentage of assets, Hourly
Nolan Melo WH Cornerstone Duxbury Not listed Percentage of assets, Hourly
Patrick Barry Barry Investment Advisors New Bedford Not listed Percentage of assets, Fixed fees
Paula Harris WH Cornerstone Duxbury Not listed Percentage of assets, Hourly
Robert McLemore Abbot Financial Management Andover Not listed Percentage of assets
Rodney Hass RF&L Wealth Management Acton Not listed Percentage of assets, Hourly
Tyler Craig Barry Investment Advisors New Bedford Not listed Percentage of assets, Fixed fees
Whitney Holland Barry Investment Advisors New Bedford Not listed Percentage of assets, Fixed fees
Zachary Stuppy Brave Boat Capital Advisors Boston Not listed Percentage of assets
Adrian Baldeon Genesis Wealth Advisors Braintree CFP Percentage of assets, Hourly
Aidan McBride Baldwin Wealth Partners Marion CFP Percentage of assets, Fixed fees
Alexa Fattore Single Point Partners Boston CFP Fixed fees
Allison Crate Mayflower Advisors Boston CFP Percentage of assets, Fixed fees
Andrew Blacker Delphinus Financial Advisors Mansfield CFP Fixed fees
Andrew Sullivan CIO Wealth Management Sudbury CFP Percentage of assets, Hourly
Arthur Ebersole Ebersole Financial Wellesley Hills CFP, CFA Percentage of assets, Hourly
Benjamin Muchler Boston Research and Management Manchester CFP Percentage of assets, Hourly
Brandon Jordan Impact Advisors Group Duxbury CFP, ChFC Percentage of assets, Hourly

Firms headquartered in Massachusetts (352)

All 352 firms in Massachusetts