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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
Allison Leary MSA Financial Braintree Not listed Percentage of assets, Hourly
Alonzo Tredwell Vital Investment Management Marblehead Not listed Percentage of assets, Hourly
Andrea Crowell Kearney-Burch Financial Services Bolton Not listed Percentage of assets, Hourly
Andrew Crowley Wincap Financial Boston Not listed Percentage of assets
Andrew Sokol Bluebird Wealth Management Medfield Not listed Percentage of assets, Hourly
Anna Finklestein Obran Capital Advisors Boston Not listed Percentage of assets, Hourly
Ari Lazar Baldwin Wealth Partners Marion Not listed Percentage of assets, Fixed fees
Arthur Debenedictis Genesis Wealth Advisors Wakefield Not listed Percentage of assets, Hourly
Ashley Murray Balanced Rock Investment Advisors Roslindale Not listed Percentage of assets, Hourly
Bhavneesh Sharma Integrity Advisors Burlington Not listed Percentage of assets, Performance-based fees
Brian Curtin Curtin Financial Services Burlington Not listed Hourly, Fixed fees
Brian Orourke O'rourke & Company Boston Not listed Percentage of assets, Hourly
Byron Woodman Monument Group Wealth Advisors Concord Not listed Percentage of assets, Hourly
Casandra Johnson Montis Financial Bolton Not listed Percentage of assets, Hourly
Charles Babin Boston Research and Management Manchester Not listed Percentage of assets, Hourly
Charles Brown IV Marathon Financial Group Boston Not listed Percentage of assets, Fixed fees
Charles Consentino Nestegg Financial North Attleboro Not listed Fixed fees
Charles Lavrentios Harbor Point Capital Management Woburn Not listed Percentage of assets
Charles Levin Levin Financial Planning Wayland Not listed Hourly
Charles Patterson Bartholomew & Company Wealth Management Worcester Not listed Percentage of assets, Hourly
Charlotte Gorman MIO Partners Duxbury Not listed Percentage of assets, Fixed fees
Christian Bockrath Integrity Financial Advisors Woburn Not listed Percentage of assets
Christophe Cadiou Plum Street Advisors Newton Not listed Percentage of assets
Christopher Borden Canby Financial Advisors Framingham Not listed Percentage of assets, Hourly
Christopher McSherry Mayflower Advisors Boston Not listed Percentage of assets, Fixed fees
Christopher Moran Savvi Financial Waltham Not listed Percentage of assets, Fixed fees
Connor Gallivan Marathon Financial Group Boston Not listed Percentage of assets, Fixed fees
Courtney Summa Centerpoint Advisors Needham Not listed Percentage of assets, Hourly
Daniel Duval Genesis Wealth Advisors Stoughton Not listed Percentage of assets, Hourly
Daniel Snyder 3D Advisor Group Hopkinton Not listed Percentage of assets
Daniel Traub Montis Financial Waltham Not listed Percentage of assets, Hourly
David Canal Contravisory Investment Management Norwell Not listed Percentage of assets, Performance-based fees
David Carpenter Perennial Advisors Group Westford Not listed Percentage of assets, Fixed fees
David Dirks Plum Street Advisors Newton Not listed Percentage of assets
David Kopack Boston Investment Trust Management Bridgewater Not listed Percentage of assets, Hourly
David Rourke Strategic Planning Group Wellesley Not listed Percentage of assets, Fixed fees
David Trott Aragorn Milton Not listed Percentage of assets, Hourly
Defred Folts III 3edge Asset Management Boston Not listed Percentage of assets
Denise Del Monaco MSA Financial Braintree Not listed Percentage of assets, Hourly
Dennis Follmer Montis Financial Waltham Not listed Percentage of assets, Hourly
Douglas McClennen Douglas A. Mcclennen IA East Harwich Not listed Hourly
Edward Sherr Carl P. Sherr & Worcester Not listed Percentage of assets, Hourly
Edward Vahey Silver Pine Capital Medfield Not listed Percentage of assets, Performance-based fees
Eliza Rowe Boston Family Office Boston Not listed Percentage of assets, Hourly
Emily Liao Plum Street Advisors Newton Not listed Percentage of assets
Eric Bingham Pamet Advisors Truro Not listed Percentage of assets, Hourly
Eric Martin Oxford Martin Wakefield Not listed Percentage of assets, Hourly
Eric Strand Baldwin Wealth Partners Marion Not listed Percentage of assets, Fixed fees
Fermo Bianchi Fabco Investment Advisors Newton Upper Falls Not listed Percentage of assets, Hourly
Francis Collins Beacon Investment Advisers Northampton Not listed Percentage of assets

Firms headquartered in Massachusetts (352)

All 352 firms in Massachusetts