W Wellspent Public advisor graph
Get matched
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
Frank Mahoney Wincap Financial Boston Not listed Percentage of assets
Gary Coon Finer Wealth Management Salem Not listed Percentage of assets, Hourly
Gary Sherr Carl P. Sherr & Worcester Not listed Percentage of assets, Hourly
George Beal Boston Family Office Boston Not listed Percentage of assets, Hourly
George Putnam Boston Family Office Boston Not listed Percentage of assets, Hourly
Georgia Mourtzinou Savvi Financial Waltham Not listed Percentage of assets, Fixed fees
Gerald Kochevar Kochevar Financial Planning Grafton Not listed Not listed
Gita Rao East Horizon Investments Cambridge Not listed Percentage of assets, Hourly
Gregory Doherty Gregory M Doherty, CPA Dedham Not listed Percentage of assets, Hourly
Gregory Racki Monument Group Wealth Advisors Concord Not listed Percentage of assets, Hourly
Hao Jiang East River Capital Management Pittsfield Not listed Percentage of assets, Hourly
Harold Simansky Simansky Investments Brookline Not listed Percentage of assets, Hourly
Henry Tiedemann Tiedemann & Associates Investment Advisors Weston Not listed Percentage of assets, Hourly
Hope Canniff Advanced Portfolio Design Westford Not listed Percentage of assets, Hourly
James Anthony Martha's Vineyard Investment Advisors West Tisbury Not listed Percentage of assets, Hourly
James Carlson Carlson Planning Company Mansfield Not listed Percentage of assets, Subscription
James Daron Concordia Wealth Management Chelmsford Not listed Percentage of assets, Fixed fees
James Jasinski Cape ANN Capital Concord Not listed Percentage of assets, Fixed fees
James Laite Cadence Wealth Management Westborough Not listed Percentage of assets, Fixed fees
James Phillips Retirement Resources Investment Andover Not listed Percentage of assets, Hourly
James Wood Insight Financial Strategists Newton Not listed Percentage of assets, Hourly
Jared Manville Mayflower Advisors Boston Not listed Percentage of assets, Fixed fees
Jarrod Sherman Strategic Planning Group Wellesley Not listed Percentage of assets, Fixed fees
Jasmine Gautam Launch Financial Planning Andover Not listed Percentage of assets, Hourly
Jason Clary Clary Financial So. Easton Not listed Percentage of assets
Jennifer Wolfsberg Centerpoint Advisors Needham Not listed Percentage of assets, Hourly
John Bass One DAY in July Northampton Not listed Percentage of assets, Fixed fees
John Boyle Lennox Financial Swampscott Not listed Percentage of assets
John Cranston Cranston Capital Management Boston Not listed Percentage of assets, Hourly
John Drohan Main Effort Financial Holliston Not listed Percentage of assets, Hourly
John Foley Harvest Capital Management Quincy Not listed Percentage of assets
John Ollquist Exchange Place Advisors Canton Not listed Percentage of assets, Hourly
John Smitka Signal Ridge Capital Partners Framingham Not listed Percentage of assets, Hourly
John Wolfsberg Centerpoint Advisors Needham Not listed Percentage of assets, Hourly
John Wolfsberg Centerpoint Advisors Needham Not listed Percentage of assets, Hourly
John Yanchek Montis Financial Waltham Not listed Percentage of assets, Hourly
Jonathan Asher Exemplar Wealth Partners Hingham Not listed Percentage of assets, Fixed fees
Jonathan Taylor Mayflower Advisors Boston Not listed Percentage of assets, Fixed fees
Jonathan Wakely Wakely Investment Management Boston Not listed Percentage of assets
Jonathan Yeager Marathon Financial Group Boston Not listed Percentage of assets, Fixed fees
Joseph Bruderman Bruderman Private Wealth Stoneham Not listed Percentage of assets, Hourly
Joseph Calvetti Still River Financial Planning Ayer Not listed Hourly, Fixed fees
Joseph Kendall Mayflower Advisors Boston Not listed Percentage of assets, Fixed fees
Joseph Lepore Wincap Financial Peabody Not listed Percentage of assets
Joseph Rosano R.A.I. Financial Services Lynnfield Not listed Percentage of assets, Hourly
Joshua Coffey Beacon Financial Planning Hyannis Not listed Percentage of assets, Fixed fees
Joshua Sedlecky Single Point Partners Boston Not listed Fixed fees
Juan De Jesus Spotlight Investment Boston Not listed Percentage of assets, Fixed fees
Jude Kostas Savior Wealth Wellesley Not listed Percentage of assets, Performance-based fees
Katherine Dimascolo Beacon Financial Planning Hyannis Not listed Percentage of assets, Fixed fees

Firms headquartered in Massachusetts (352)

All 352 firms in Massachusetts