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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
Katie Macdonald MacDonald Wealth Management Mansfield CFP Percentage of assets, Hourly
Maclean Barach Stage Harbor Financial Westwood CFP Percentage of assets, Fixed fees
Marc Berman Colman Knight Acton CFP Flat fee or retainer, Ongoing planning fee
Matthew Biggar Stage Harbor Financial Westwood CFP, CFA Percentage of assets, Fixed fees
Matthew Hodges Napier Financial Braintree CFP, CFA Percentage of assets, Hourly
Matthew Simmons Peddock Capital Advisors Braintree CFP Percentage of assets, Hourly
Patricia Welsh Fox Hill Wealth Management Dedham CFP Percentage of assets, One-time planning fee
Patrick Cote AssetGrade Boston CFP, CFA Percentage of assets
Roberta Tondo White Lighthouse Investment Management Bedford CFP Percentage of assets, Hourly
Thomas Fletcher Napier Financial Braintree CFP Percentage of assets, Hourly
Thomas Grunbeck J. R. Prunier Capital Management Holden CFP Percentage of assets, Fixed fees
William Lefavor Stage Harbor Financial Westwood CFP Percentage of assets, Fixed fees
William Ryan Fox Hill Wealth Management Dedham CFP Percentage of assets, One-time planning fee
Adam Grossman Mayport Newton CFA Flat fee or retainer, Ongoing planning fee
Adam Wojtkowski Copper Beech Wealth Management Mansfield CFP Percentage of assets, Flat fee or retainer
Amy Qiu Choate Wealth Boston CFP Percentage of assets, Hourly
Barnet Goverman Goverman Financial Solutions Dedham CFP Percentage of assets, Hourly
Benjamin Beck Beck Bode Dedham CFP Percentage of assets, Fixed fees
Brett Goverman Goverman Financial Solutions Dedham CFP Percentage of assets, Hourly
Brian Bond Leverage Financial Advisory Wilmington CFP Percentage of assets, Ongoing planning fee
Brian Boswell Newbridge Wealth Management Malden CFP Percentage of assets, Hourly
Brian McGivern Stonestreet Financial Stoughton Not listed Percentage of assets, Flat fee or retainer
Brian Presti TFC Financial Boston CFA Percentage of assets, Hourly
Bryce Schuler Tableaux Wealth Great Barrington CFP Percentage of assets, Hourly
Dana Levit Paragon Financial Advisors Newton CFP Hourly, Ongoing planning fee
Dinghao Jiang Downtown Wealth Studios Wellesley CFA Percentage of assets, Fixed fees
Edmond Griffin Apex Investment Group Hudson CFA Percentage of assets
Edward Toole Toole Financial Longmeadow CFP Hourly, One-time planning fee
Herbert Montgomery The Montgomery Financial Group Orleans CFP Hourly
Jarod Bloom Sechrest & Bloom Acton CFP Fixed fees
Jeffrey Vincent Vincent Wealth Advisors Norwell CFP Percentage of assets, Fixed fees
Jenna Israni TFC Financial Boston ChFC Percentage of assets, Hourly
Jessica Welch Choate Wealth Boston CFP Percentage of assets, Hourly
John Levangie Darrow Wealth Management Needham Not listed Percentage of assets
Lee Generous Generous Wealth Management Marshfield CFP, ChFC Percentage of assets, Hourly
Lucy Valandra Copper Beech Wealth Management Mansfield CFP Percentage of assets, Flat fee or retainer
Luke Delorme Tableaux Wealth Great Barrington CFP, ChFC Percentage of assets, Hourly
Matthew Chester Tableaux Wealth Great Barrington CFP Percentage of assets, Hourly
Megan Donnelly Quabbin Advisors Amherst CFP, ChFC One-time planning fee
Michael Kozak BlueDoor Private Wealth Beverly CFP Percentage of assets, Hourly
Michael Sly Strategic Financial Alliance Canton CFP Percentage of assets, Hourly
Michelle Fallon Aequitas Investment Advisors Hingham CFP Percentage of assets, Hourly
Oleg Litvinenko Meeting House Capital Concord CFA Percentage of assets
Robert Florek Florek Financial Duxbury CFP Percentage of assets, Hourly
Scott Burg TFC Financial Boston CFA Percentage of assets, Hourly
Stephen Cote Cote Financial Management Wenham CFP Percentage of assets, Hourly
Alex Kozlowski Pallas Capital Advisors Braintree CFA Percentage of assets, Hourly
Cameron Rahbar Howland Capital Boston CFP Percentage of assets, Hourly
Caroline Gaffney Atwater Wealth Management Boston CFP, CFA Percentage of assets, Flat fee or retainer
Casey Fitchett Pine Haven Investment Counsel Fairhaven CFP Percentage of assets

Firms headquartered in Massachusetts (352)

All 352 firms in Massachusetts