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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
Alan Shorr Investment Advisor Associates Boston ChFC Percentage of assets, Fixed fees
Alan Simpson Simpson Investment Counsel Lexington CFA Percentage of assets
Alex Ranere Livelife Capital Partners Southborough CFA Percentage of assets, Fixed fees
Andrew McIntire Baldwin Wealth Partners Marion CFA Percentage of assets, Fixed fees
Benjamin Richardson Boston Family Office Boston CFA Percentage of assets, Hourly
Bradford Cadigan Diversified Financial Management Norwell CFA Percentage of assets, Hourly
Brian Hawley Freedom Investment Management Shrewsbury CFA Percentage of assets
Brian Sokolowski Bluebird Wealth Management Medfield CFA Percentage of assets, Hourly
Carl Goodman Goodman Asset Management Framingham PFS Percentage of assets, Hourly
Catherine Ryan Cedar Rock Investment Advisors Leominster CFA Hourly, Fixed fees
Christopher Fisher Livelife Capital Partners Southborough CFA Percentage of assets, Fixed fees
Daniel Carman Park State Asset Management Beverly CFA Percentage of assets, Fixed fees
Daniel Flannery Balanced Rock Investment Advisors Roslindale CFA Percentage of assets, Hourly
Daniel Tortola Boston Research and Management Manchester CFA Percentage of assets, Hourly
Donald Gustafson DJG Financial Services East Weymouth PFS Percentage of assets, Hourly
Dylan Brix Boston Family Office Boston CFA Percentage of assets, Hourly
Geoffrey Dancey Cutler Capital Management Worcester CFA Percentage of assets, Fixed fees
Gregory Clinton Kraematon Investment Advisors Wellesley CFA Percentage of assets
Henry Place Diversified Financial Management Norwell CFA Percentage of assets, Hourly
Heydon Traub Traub Capital Management Needham CFA Percentage of assets, Hourly
Jake Bulian Traub Capital Management Needham CFA Percentage of assets, Hourly
James Zoldy Washington Trust Advisors Wellesley CFA Percentage of assets, Fixed fees
Jeffrey Sinder AVK Partners Concord CFA Percentage of assets, Hourly
Jeremy Distefano Cape ANN Capital South Hamilton CFA Percentage of assets, Fixed fees
John Prys Baldwin Wealth Partners Marion CFA Percentage of assets, Fixed fees
Leslie Kernan Boston Research and Management Manchester CFA Percentage of assets, Hourly
Matthew Lurvey PNL Investments Dover CFA Percentage of assets, Fixed fees
Michael Collins Wincap Financial Boston CFA Percentage of assets
Michael Hogan Cutler Capital Management Worcester ChFC Percentage of assets, Fixed fees
Myra Tucker Washington Trust Advisors Wellesley CFA Percentage of assets, Fixed fees
Patrick McGinn Retirement Resources Investment Andover CFA Percentage of assets, Hourly
Paul Duval Genesis Wealth Advisors Stoughton ChFC Percentage of assets, Hourly
Peder Johnson Boston Family Office Boston CFA Percentage of assets, Hourly
Raymond Childs DJG Financial Services East Weymouth CFA Percentage of assets, Hourly
Robert Kania Moore Financial Advisors Belmont CFA Percentage of assets, Hourly
Robert Kea Greenport Capital Advisors Marlborough CFA Percentage of assets
Robert Leonard Simpson Investment Counsel North Andover CFA Percentage of assets
Robert Pineau Tyler Street Capital Plymouth CFA Percentage of assets, Hourly
Robert Shuman Encore Investment Advisors North Attleborough CFA Percentage of assets, Fixed fees
Robert Skloff Silver Pine Capital Medfield CFA Percentage of assets, Performance-based fees
Ruzanna Queenan Queenvest Beverly CFA Percentage of assets, Hourly
Stephen Batzell Montis Financial Waltham CFA Percentage of assets, Hourly
Stephen Neumeier Neumeier Capital Management Concord CFA Percentage of assets, Hourly
Walter Beck Tailwind Wealth Management Hingham CFA Percentage of assets
Yotam Mendlinger By the Square Investments Boston CFA Percentage of assets, Hourly
Abraham Kirby-Galen Single Point Partners Boston Not listed Fixed fees
Adam Dworkin Diversified Financial Management Norwell Not listed Percentage of assets, Hourly
Adrian Becker Savvi Financial Waltham Not listed Percentage of assets, Fixed fees
Aletta Tibbetts Stardust Wealth Strategies Arlington Not listed Percentage of assets, Hourly
Alexander Sauer-Budge Savvi Financial Waltham Not listed Percentage of assets, Fixed fees

Firms headquartered in Massachusetts (352)

All 352 firms in Massachusetts