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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
Kathleen Anderson Sage Wealth Advisors Marion Not listed Percentage of assets, Hourly
Kathleen Kane Beacon Financial Planning Hyannis Not listed Percentage of assets, Fixed fees
Kevin Donohue Centerpoint Advisors Needham Not listed Percentage of assets, Hourly
Kian Pashapour Nikoo Nvest Financial Danvers Not listed Percentage of assets, Hourly
Kimberly Swift Baldwin Wealth Partners Marion Not listed Percentage of assets, Fixed fees
Kimberly Tirrell Baldwin Wealth Partners Marion Not listed Percentage of assets, Fixed fees
Lauris Lambergs Renaissance Wealth Advisors Newton Not listed Percentage of assets, Fixed fees
Lori Patterson Centerpoint Advisors Needham Not listed Percentage of assets, Hourly
Marc White Clarendon Private Boston Not listed Percentage of assets
Marco Farina Beacon Financial Planning Hyannis Not listed Percentage of assets, Fixed fees
Marcus Green Greenport Capital Advisors Marlborough Not listed Percentage of assets
Mark Barry Centerpoint Advisors Needham Not listed Percentage of assets, Hourly
Mark Everett Diversified Financial Management Norwell Not listed Percentage of assets, Hourly
Matthew McLaughlin Savior Wealth Foxboro Not listed Percentage of assets, Performance-based fees
Matthew Sullivan Contravisory Investment Management Norwell Not listed Percentage of assets, Performance-based fees
Maurice Patterson Mayflower Advisors Boston Not listed Percentage of assets, Fixed fees
Melissa Mason Cascade Wealth Management Solutions Pittsfield Not listed Percentage of assets, Hourly
Melvin Cutler Cutler Capital Management Worcester Not listed Percentage of assets, Fixed fees
Michael Baldwin Baldwin Wealth Partners Marion Not listed Percentage of assets, Fixed fees
Narendra Kapadia Value Financial Services Chelmsford Not listed Percentage of assets
Nathan Stewart Baldwin Wealth Partners Marion Not listed Percentage of assets, Fixed fees
Nicholas Cruise Clarendon Private Boston Not listed Percentage of assets
Olga Okaty Centerpoint Advisors Needham Not listed Percentage of assets, Hourly
Pamela Varriale Bounty Management Boston Not listed Percentage of assets
Patrick Xavier Davis Wealth Advisors Cambridge Not listed Percentage of assets, Hourly
Paul Stone Genesis Wealth Advisors Stoughton Not listed Percentage of assets, Hourly
Paul Travis Community Financial Group Marlborough Not listed Percentage of assets, Hourly
Peter Wurszt Savlan Wealth Partners East Longmeadow Not listed Percentage of assets, Hourly
Philip Noonan Contravisory Investment Management Norwell Not listed Percentage of assets, Performance-based fees
Raymond Laporte Martha's Vineyard Investment Advisors West Tisbury Not listed Percentage of assets, Hourly
Rene Jarquin Single Point Partners Boston Not listed Fixed fees
Rhonda Bernier Savior Wealth Lakeville Not listed Percentage of assets, Performance-based fees
Rhonda Murray Murray Financial Advisors North Chelmsford Not listed Percentage of assets, Hourly
Rishi Tadi Prakash Investment Advisors Dorchester Not listed Percentage of assets, Hourly
Robert Abraham Abraham, Robert Ralph JR Salem Not listed Percentage of assets, Hourly
Robert Clary Clary Financial So. Easton Not listed Percentage of assets
Robert Foster Plain Talk Financial Planning Amesbury Not listed Percentage of assets, Hourly
Robert Hurley Investor Resources Boston Not listed Percentage of assets, Hourly
Robert Mascali Martha's Vineyard Investment Advisors West Tisbury Not listed Percentage of assets, Hourly
Robert McKenzie Boston Research and Management Manchester Not listed Percentage of assets, Hourly
Robert Norris Centerpoint Advisors Needham Not listed Percentage of assets, Hourly
Robert Phillips 3edge Asset Management Boston Not listed Percentage of assets
Robert Rodriguez Concordia Wealth Management Concord Not listed Percentage of assets, Fixed fees
Robert Roy MSA Financial Braintree Not listed Percentage of assets, Hourly
Robert Whelan Montis Financial Waltham Not listed Percentage of assets, Hourly
Romahlo Wilson Boston Family Office Boston Not listed Percentage of assets, Hourly
Samanda Morales Wellfin360 Lynnfield Not listed Percentage of assets, Hourly
Samuel Webster Signal Ridge Capital Partners Framingham Not listed Percentage of assets, Hourly
Sandy Capobianco Savior Wealth Wellesley Not listed Percentage of assets, Performance-based fees
Sara Thomson Single Point Partners Boston Not listed Fixed fees

Firms headquartered in Massachusetts (352)

All 352 firms in Massachusetts