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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
Lee McGowan Monument Group Wealth Advisors Concord CFP Percentage of assets, Hourly
Leonard Hirst Hirst Financial Independence Planning Fall River CFP Percentage of assets, Hourly
Linda Nelson Freya Financial Services Lexington CFP Percentage of assets, Hourly
Lucas Pavlatos Wincap Financial Danvers CFP Percentage of assets
Margaret McNabb Portfoliosboston Dennis CFP Percentage of assets, Hourly
Marilyn Gentilotti Washington Trust Advisors Wellesley CFP Percentage of assets, Fixed fees
Martin Baker Canby Financial Advisors Framingham CFP Percentage of assets, Hourly
Mary Evans Pinney & Scofield Cambridge CFP Percentage of assets, Hourly
Mary Koenig Harvard Square Financial Planning Lexington CFP Hourly, Fixed fees
Mary Montanari Montanari Financial Advisors Norwell CFP Percentage of assets, Hourly
Matthew Costa Woodside Wealth Management Sudbury CFP Percentage of assets, Hourly
Matthew Schroeder Great Point Wealth Advisors Danvers CFP Percentage of assets, Hourly
Matthew Williams Impact Advisors Group Duxbury CFP Percentage of assets, Hourly
Meghan Dwyer Single Point Partners Boston CFP Fixed fees
Meghan Flynn Boston Research and Management Manchester CFP Percentage of assets, Hourly
Michael Cammarata MSA Financial Braintree CFP Percentage of assets, Hourly
Michael Dorsey Boston Family Office Boston CFP, CFA Percentage of assets, Hourly
Michael Durant Belmont Financial Charlestown CFP Percentage of assets
Michael Finer Finer Wealth Management Salem CFP Percentage of assets, Hourly
Michael Flaherty Canby Financial Advisors Framingham CFP Percentage of assets, Hourly
Michael Sheldon Washington Trust Advisors Wellesley CFP, CFA Percentage of assets, Fixed fees
Michelle Harrison Single Point Partners Boston CFP Fixed fees
Michelle Lum Single Point Partners Boston CFP Fixed fees
Nicholas De Peyster Genesis Wealth Advisors Stoughton CFP, CFA Percentage of assets, Hourly
Nicholas Fichter Fichter & CO. Investors Duxbury CFP Percentage of assets, Hourly
Patricia Moore Moore Financial Advisors Arlington CFP Percentage of assets, Hourly
Paul Marino MSA Financial Braintree CFP Percentage of assets, Hourly
Peter Canniff Advanced Portfolio Design Westford CFP Percentage of assets, Hourly
Peter Disch Great Point Wealth Advisors Boston CFP Percentage of assets, Hourly
Raymond Bligh Bounty Management Boston CFP Percentage of assets
Richard Seeley Pinney & Scofield Cambridge CFP Percentage of assets, Hourly
Richard Stram MSA Financial Braintree CFP Percentage of assets, Hourly
Ruth Chicca Planvision New Bedford CFP Fixed fees
Ryan Zimmerman MSA Financial Braintree CFP Percentage of assets, Hourly
Samuel Cohen Park State Asset Management Beverly CFP, CFA Percentage of assets, Fixed fees
Sarah Stamp Compass Planning Associates Greenfield CFP Hourly, Fixed fees
Sean Connolly Arborstone Financial Andover CFP Percentage of assets, Fixed fees
Stephanie Griebel Davis Wealth Advisors Andover CFP Percentage of assets, Hourly
Stephen Doucette Proctor Financial Wellesley CFP Percentage of assets, Fixed fees
Steven Antunes Growthfocus Wealth Management Swansea CFP Percentage of assets, Fixed fees
Steven Deboth Cadence Wealth Management Westborough CFP Percentage of assets, Fixed fees
Theodore Wolfstich Wolfstich Capital Medfield CFP Percentage of assets, Hourly
Thomas Juster Martha's Vineyard Investment Advisors West Tisbury CFP Percentage of assets, Hourly
Todd Ingwersen Savior Wealth Wellesley CFP Percentage of assets, Performance-based fees
Tony Proctor Proctor Financial Wellesley CFP Percentage of assets, Fixed fees
Tyler Dostie Perennial Advisors Group Westford CFP Percentage of assets, Fixed fees
William Gaudino Arborstone Financial Andover CFP Percentage of assets, Fixed fees
Zachary Ciampa Wincap Financial Andover CFP, ChFC Percentage of assets
Adam Apt Peabody River Asset Management Cambridge CFA Percentage of assets, Hourly
Agnes Olshansky Traub Capital Management Needham CFA Percentage of assets, Hourly

Firms headquartered in Massachusetts (352)

All 352 firms in Massachusetts