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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
Charlise Whiteside Stonehaven Private Wealth Management Manchester By The Sea CFP Percentage of assets, Hourly
Christina Larson Larson Financial Planning Winchester CFP Percentage of assets, Hourly
Christopher Gauthier Stonehearth Capital Management Danvers CFA Percentage of assets, Hourly
Corrigan Rayfield TwinFocus Boston CFP Percentage of assets, Hourly
Daniel Friel JSK Capital Advisors Waltham CFA Percentage of assets, Hourly
Daniel Ringer Breakwater Financial Needham CFP Hourly, Ongoing planning fee
David Juliano Stonehearth Capital Management Danvers ChFC Percentage of assets, Hourly
Dustin Latham Alternative Capitalis Wrentham CFA Percentage of assets, Hourly
Elizabeth Pleck Financial Strategies Wellesley CFP Hourly, Percentage of assets
Emily Richard Pallas Capital Advisors Braintree CFA Percentage of assets, Hourly
Ethan Brown Cox Capital Management Andover Not listed Flat fee or retainer, One-time planning fee
George Kimball Needham Advisory North Andover CFA Percentage of assets, Hourly
Harrison Oakes Cox Capital Management Andover Not listed Flat fee or retainer, One-time planning fee
Ian Browning Peddock Capital Advisors Braintree CFA Percentage of assets, Hourly
James Fonzi Breakwater Capital Group Stoneham CFA Percentage of assets, Hourly
Jane King Fairfield Financial Advisors Wellesley CFP Percentage of assets
Jillian Brooks Cox Capital Management Andover Not listed Flat fee or retainer, One-time planning fee
John Biebel Ridley Cove Financial Advisors Newton CFP Percentage of assets, Fixed fees
John Boyd Boyd Financial Strategies Worcester CFP Percentage of assets, Hourly
Joseph Somerset Beantown Financial Advisors Jefferson CFA Percentage of assets, Hourly
Joseph Williams Williams Wealth Management Hopkinton Not listed Percentage of assets, Ongoing planning fee
Justin Klunder Gray Private Wealth Canton CFA Percentage of assets, Hourly
Kevin Nulton Titanium Advisors Franklin CFP Percentage of assets, One-time planning fee
Linda Gillespie Real World Financial Planning Chestnut Hill Not listed Hourly, One-time planning fee
Matthew Slaney FinArc Investments Norwood CFA Percentage of assets
Michael Gibbons TwinFocus Boston CFP Percentage of assets, Hourly
Michael O'Keeffe MOK Financial Planning & Tax Millis PFS Percentage of assets
Michael Vazza Pallas Capital Advisors Braintree CFA Percentage of assets, Hourly
Nancy Von Stackelberg Radius Wealth Management Boston CFP Percentage of assets, Hourly
Nicole Heavern Riverview Capital Advisers Boston CFP Percentage of assets, Hourly
Ona Vredenburg TwinFocus Boston CFP Percentage of assets, Hourly
Phuong Luong Just Wealth Pittsfield CFP Percentage of assets
Robert Dockendorff May Hill Capital Cohasset CFP Percentage of assets, Fixed fees
Seth Corkin May Hill Capital Brookline CFP, ChFC Percentage of assets, Fixed fees
Thomas Kilgallen Fair Weather Strategies Andover CFP Percentage of assets, Ongoing planning fee
Tracy Gibbs Howland Capital Boston CFP Percentage of assets, Hourly
Wei Wang Triple Summit Advisors Newton CFP, CFA Percentage of assets, Flat fee or retainer
Wendy Karkoska TwinFocus Boston CFP Percentage of assets, Hourly
Wesley Delcol Guidance Point Advisors Wellesley CFP Percentage of assets
William Cox Cox Capital Management Andover Not listed Flat fee or retainer, One-time planning fee
William Reeve Kastel Capital Wellesley CFP, CFA Percentage of assets, Hourly
William Sempolinski Five Corners Financial Services Easton CFP, ChFC Percentage of assets, Fixed fees
Alexander Burke Sustainable Investment Solutions, LLC d/b/a Financial Solutions Associates Dedham CFP Percentage of assets, Hourly
Alison Goodrich Anchor Capital Advisors Boston CFP Percentage of assets, Hourly
Alyson Shaw Alliance Private Wealth North Reading Not listed Percentage of assets, Hourly
Beck Ringle Chicory Wealth South Deerfield CFP Percentage of assets, Fixed fees
Carol Khouri Wingate Wealth Advisors Lexington CFP Percentage of assets, Fixed fees
Charles Corkery PUREfi Wealth Boston CFP Percentage of assets, Hourly
Christopher Bekel Wingate Wealth Advisors Lexington CFP Percentage of assets, Fixed fees
David Khouri Wingate Wealth Advisors Lexington CFP Percentage of assets, Fixed fees

Firms headquartered in Massachusetts (352)

All 352 firms in Massachusetts