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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
Jeremy Bohne Paceline Wealth Management Medfield CFP Percentage of assets, Ongoing planning fee
John Konetzny The Practical Planner Groton CFP Ongoing planning fee
Lauren Overzet We deliver a boutique planning experience for highly-compensated individuals and high-net-worth families who desire the partnership, service and knowledge of a team of financial professionals. Civic Financial Boston CFA, CFP Percentage of assets, One-time planning fee
Maureen Demers Demers Financial Planning North Andover CFP Percentage of assets, One-time planning fee
Michael Solari Solari Financial Planning, LLC Boston CFP, MS Hourly, Fixed fees
Patricia Konetzny The Practical Planner Groton CFP Ongoing planning fee
Robb Pryor Helping individuals and small business professionals convert high income to high net worth. Priority Tax & Financial Planning Amherst CFP Percentage of assets, Flat fee or retainer
Scott Swartz AndersonLane Associates Needham CFP Percentage of assets
Sheila Lawrence Ballentine Partners, LLC Waltham CAP, CFP Percentage of assets, Hourly
Sue Danson New Shore Financial LLC Needham CFP Percentage of assets, One-time planning fee
Sylvie Scowcroft The Financial Grove Cambridge CFP One-time planning fee, Ongoing planning fee
Antonette Grimm TFC Financial Boston CFP Percentage of assets, Hourly
Charles Lawson Heritage Financial Network Concord CFP Percentage of assets, Hourly
Christopher Gauthier Proactive Financial Solutions 360 North Attleboro CFP Percentage of assets
Jane Barney TFC Financial Boston CFP Percentage of assets, Hourly
Jared Brock Brock Hill Wealth Management Newton CFP Percentage of assets, Hourly
John Russell Peak Asset Management Needham CFA Percentage of assets
Juan David Ramon Soto Alliance Private Wealth North Reading CFP Percentage of assets, Hourly
Kyle Cote TFC Financial Boston CFP Percentage of assets, Hourly
Leann Sullivan TFC Financial Boston CFP Percentage of assets, Hourly
Michael Meehan TFC Financial Boston CFP, PFS Percentage of assets, Hourly
Michelle Wells Darrow Wealth Management Needham CFA Percentage of assets
Miguel Rios Amurrio TQM Wealth Partners Marblehead CFP Percentage of assets, Hourly
Renee Kwok TFC Financial Boston CFP Percentage of assets, Hourly
Robert Mestjian Alliance Private Wealth North Reading CFP Percentage of assets, Hourly
Sarah Rioux TFC Financial Boston CFP Percentage of assets, Hourly
Shane Kelly Mayport Newton CFP, CFA Flat fee or retainer, Ongoing planning fee
Alexander Weiss Napier Financial Braintree CFP Percentage of assets, Hourly
Amy Alpert Gray Private Wealth Canton CFP Percentage of assets, Hourly
Andre Fernandes Stage Harbor Financial Westwood CFP Percentage of assets, Fixed fees
Anne Gouthro Napier Financial Braintree CFP Percentage of assets, Hourly
Anthony Corsino Zen Financial Planning Andover CFP, ChFC Percentage of assets, One-time planning fee
Austin Russell Gray Private Wealth Canton CFP Percentage of assets, Hourly
Brian Hennessy Stage Harbor Financial Westwood CFP Percentage of assets, Fixed fees
Dante Coppola Napier Financial Braintree CFP Percentage of assets, Hourly
David Manteau Colman Knight Acton CFP, CFA Flat fee or retainer, Ongoing planning fee
Debra Neiman Neiman & Associates Financial Services Watertown CFP Percentage of assets, One-time planning fee
Donald Sienkiewicz J. R. Prunier Capital Management Holden CFP Percentage of assets, Fixed fees
Eva Howland White Lighthouse Investment Management Bedford CFP Percentage of assets, Hourly
James Scanlan Stage Harbor Financial Westwood CFP Percentage of assets, Fixed fees
Jamie Upson Stonehearth Capital Management Danvers CFP Percentage of assets, Hourly
Jeffrey Prunier J. R. Prunier Capital Management Holden CFP Percentage of assets, Fixed fees
Jennifer Dougherty BroadWealth LLC. Winchester CFA Percentage of assets, Hourly
John Desimone Peddock Capital Advisors Braintree CFP Percentage of assets, Hourly
John Napolitano Napier Financial Braintree CFP, PFS Percentage of assets, Hourly
John Wanvig White Lighthouse Investment Management Bedford CFP Percentage of assets, Hourly
Jonathan Lachowitz White Lighthouse Investment Management Bedford CFP Percentage of assets, Hourly
Joseph Gauvin Stonehearth Capital Management Danvers CFP Percentage of assets, Hourly
Joshua Devereaux Stage Harbor Financial Westwood CFP Percentage of assets, Fixed fees
Katelyn Mahon Peddock Capital Advisors Braintree CFP Percentage of assets, Hourly

Firms headquartered in Massachusetts (352)

All 352 firms in Massachusetts