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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
Brandon Parker Great Point Wealth Advisors Boston CFP Percentage of assets, Hourly
Brandon Roy MSA Financial Braintree CFP Percentage of assets, Hourly
Brian Burke Montis Financial Waltham CFP Percentage of assets, Hourly
Casey Clarke Cadence Wealth Management Westborough CFP, ChFC Percentage of assets, Fixed fees
Cathleen McKEE Equita Financial Network Cambridge CFP Percentage of assets, Hourly
Christiane Delessert Montis Financial Waltham CFP Percentage of assets, Hourly
Christopher Assad Montis Financial Waltham CFP Percentage of assets, Hourly
Christopher Gullotti Canby Financial Advisors Framingham CFP Percentage of assets, Hourly
Christopher Tilden Montis Financial Waltham CFP Percentage of assets, Hourly
Claire Hawkes Single Point Partners Boston CFP Fixed fees
Craig Dumas Baldwin Wealth Partners Marion CFP, ChFC Percentage of assets, Fixed fees
Daniel Ollquist Exchange Place Advisors Canton CFP Percentage of assets, Hourly
David Jaeger Canby Financial Advisors Framingham CFP Percentage of assets, Hourly
Denis Higgins Montis Financial Waltham CFP, CFA Percentage of assets, Hourly
Dennis O'Leary Greenway Financial Advisors Boston CFP Percentage of assets, Hourly
Edwin Hamlin Clarendon Private Boston CFP Percentage of assets
George Gagliardi Astoria Portfolio Advisors Lexington CFP Percentage of assets, Hourly
Georgia Bruggeman Meridian Financial Advisors Sherborn CFP Percentage of assets, Hourly
Gina Szigety Sound View Financial Advisors Walpole CFP Percentage of assets, Hourly
Gregory Rogers Cannon Beach Financial Advisors Brookline CFP Percentage of assets, Hourly
Hailee OKeefe-MacDonald Clarendon Private Boston CFP Percentage of assets
James Morris FMA Wealth Management Duxbury CFP Percentage of assets, Hourly
James Perry Cohen Investment Advisors Amesbury CFP Percentage of assets, Fixed fees
James Rose Dollar & Sense Pittsfield CFP Hourly, Fixed fees
Jeffrey Kutz Arborstone Financial Andover CFP, CFA Percentage of assets, Fixed fees
Jennifer Murphy Advanced Portfolio Design Westford CFP Percentage of assets, Hourly
Jennifer Simes Carl P. Sherr & Worcester CFP Percentage of assets, Hourly
Jessica Scola Sound View Financial Advisors Walpole CFP Percentage of assets, Hourly
John Power Power Plans Walpole CFP Percentage of assets, Fixed fees
John Williams Burr & Company Osterville CFP Percentage of assets
Jonathan Loer Renaissance Wealth Advisors Newton CFP Percentage of assets, Fixed fees
Joshua Street Signal Ridge Capital Partners Framingham CFP Percentage of assets, Hourly
Justin Gaudino Arborstone Financial Andover CFP Percentage of assets, Fixed fees
Kathleen Cote Red Clover Wealth Management Salem CFP Percentage of assets, Hourly
Kathryn Lund-Wilde Milestone Financial Planning Westford CFP Percentage of assets, Fixed fees
Kathryn Rowe Baldwin Wealth Partners Marion CFP Percentage of assets, Fixed fees
Keith Corbett Bluebird Wealth Management Amesbury CFP Percentage of assets, Hourly
Kelli Grew Beacon Financial Planning Hyannis CFP Percentage of assets, Fixed fees
Kenneth Posco Investment Management Trust Fitchburg CFP Percentage of assets
Kevin Williams Full Life Financial Planning Pembroke CFP Percentage of assets, Hourly
Kimberley Feeney Zollo Essex Capital Management Lynn CFP Percentage of assets, Hourly
Kimberly Quinn KSQ Financial Services Halifax CFP Percentage of assets, Hourly
Kyler Johnson Practice Financial Group Bolton CFP Percentage of assets, Fixed fees
Latimer Eddy L. B. Eddy Westfield CFP Percentage of assets, Hourly
Laura Daniels Balanced Rock Investment Advisors Roslindale CFP Percentage of assets, Hourly
Laura Mok Park State Asset Management Beverly CFP Percentage of assets, Fixed fees
Laura Sweezey Laguna Investment Services Pembroke CFP Percentage of assets
Laurence Cohen Laurence Financial Planning Danvers CFP Percentage of assets, Hourly
Leah Warren Single Point Partners Boston CFP Fixed fees
Leanne Martin Integrity Financial Advisors Woburn CFP Percentage of assets

Firms headquartered in Massachusetts (352)

All 352 firms in Massachusetts