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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
Scott Hawley 3D Advisor Group Hopkinton Not listed Percentage of assets
Sean Curran USA 401K Springfield Not listed Percentage of assets
Sean Walsh Scarsdale Investment Group Sharon Not listed Hourly, Fixed fees
Sharon Lund Sharon Lund, Financial Planning Needham Not listed Hourly
Shawn Mauro Livelife Capital Partners Southborough Not listed Percentage of assets, Fixed fees
Shawn Tesoro Prentice Wealth Management Westborough Not listed Percentage of assets, Hourly
Stavros Kokkotos Savvi Financial Waltham Not listed Percentage of assets, Fixed fees
Stephen Colella Snug Harbor Capital Management Marshfield Not listed Percentage of assets, Hourly
Stephen Galib Stephen P Galib Crpc Pittsfield Not listed Hourly
Stephen Gorman Gorman Financial Management Hingham Not listed Hourly, Fixed fees
Steven Dean Baldwin Wealth Partners Revere Not listed Percentage of assets, Fixed fees
Thomas Higgins Balanced Rock Investment Advisors Roslindale Not listed Percentage of assets, Hourly
Thomas Homan Momentum Investment Management Holyoke Not listed Percentage of assets, Hourly
Thomas Padovano Exchange Place Advisors Sudbury Not listed Percentage of assets, Hourly
Timothy Mortellite Timothy Charles Financial Lynnfield Not listed Percentage of assets, Hourly
Tracy Welch Clarendon Private Boston Not listed Percentage of assets
Tucker Donahoe Montis Financial Waltham Not listed Percentage of assets, Hourly
Victor Melfa Factor Investing Group Wellesley Not listed Percentage of assets
William Furber Park State Asset Management Beverly Not listed Percentage of assets, Fixed fees
William Kemple Savlan Wealth Partners East Longmeadow Not listed Percentage of assets, Hourly
William Marvel Baldwin Wealth Partners Marion Not listed Percentage of assets, Fixed fees
William Nickles Yellow DOG Financial Bolton Not listed Percentage of assets, Hourly
William Noonan Contravisory Investment Management Norwell Not listed Percentage of assets, Performance-based fees
William O'Donnell Donal Fiduciaries Sout Boston Not listed Percentage of assets, Hourly
Yuji Koga KCM Lexington Not listed Percentage of assets
ZiJia Fu IRC Wealth Boston Not listed Percentage of assets, Fixed fees

Firms headquartered in Massachusetts (352)

All 352 firms in Massachusetts