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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
David Linnard Linnard Financial Management & Planning Boxborough CFP Percentage of assets, Ongoing planning fee
David Rhee Rhee + Company Natick CFP Percentage of assets, Hourly
Dennis O'Keefe Successful Money Strategies Fall River CFP Percentage of assets, Fixed fees
Duncan Perry Smarter Bear Financial Advisors Swampscott CFP Percentage of assets, Hourly
Erin Kerr Choate Wealth Boston CFA Percentage of assets, Hourly
Frederick Pryor TFC Financial Boston Not listed Percentage of assets, Hourly
Gary Pomerantz Wingate Wealth Advisors Lexington CFP Percentage of assets, Fixed fees
Harrison Odaniell Choate Wealth Boston CFA Percentage of assets, Hourly
Holly Cloutier Alliance Private Wealth North Reading Not listed Percentage of assets, Hourly
Holly Colvin Helm Financial Planning West Newbury CFP, CFA Percentage of assets, Hourly
Howard Holmes Holmes Investment Management Brockton CFA Percentage of assets, Fixed fees
Jacob Kidder Choate Wealth Boston CFA Percentage of assets, Hourly
James Lawson Heritage Financial Network Concord Not listed Percentage of assets, Hourly
James Potter Brock Hill Wealth Management Newton Not listed Percentage of assets, Hourly
Jane Johnson Alliance Private Wealth North Reading Not listed Percentage of assets, Hourly
Jason Sikorski Wingate Wealth Advisors Lexington CFP Percentage of assets, Fixed fees
Jeffrey White Wingate Wealth Advisors Lexington CFP, ChFC Percentage of assets, Fixed fees
Jeremy David Little House Capital Braintree CFP Percentage of assets, Hourly
Jessica Grande TFC Financial Boston Not listed Percentage of assets, Hourly
John Malone Apex Investment Group Dedham Not listed Percentage of assets
John Slupski Wingate Wealth Advisors Lexington CFP Percentage of assets, Fixed fees
Jon Duane Brock Hill Wealth Management Newton Not listed Percentage of assets, Hourly
Jonathan McGraw Bentley Choate Wealth Boston CFA Percentage of assets, Hourly
Joseph Bakaysa Apex Investment Group Hudson Not listed Percentage of assets
Joseph Charles Apex Investment Group Hudson Not listed Percentage of assets
Kathleen Cefalu Downtown Wealth Studios Ipswich Not listed Percentage of assets, Fixed fees
Kelsey Sullivan Choate Wealth Boston CFA Percentage of assets, Hourly
Kevin McCutcheon BlueDoor Private Wealth Beverly CFA Percentage of assets, Hourly
Lawrence Derany Smarter Bear Financial Advisors Swampscott CFP Percentage of assets, Hourly
Marcel Quiroga TQM Wealth Partners Marblehead Not listed Percentage of assets, Hourly
Mark Schiffenhaus Long Point Wealth Management Wellfleet CFP Percentage of assets
Michael Claveau Wingate Wealth Advisors Lexington CFP Percentage of assets, Fixed fees
Michael Gore Polaris Investment Advisors, LLC. Framingham PFS Percentage of assets, Hourly
Michael Graham Mayport Newton Not listed Flat fee or retainer, Ongoing planning fee
Michael Serchen Anchor Capital Advisors Boston CFP Percentage of assets, Hourly
Michael Stern Arlington Investment Advisors Arlington Not listed Percentage of assets, One-time planning fee
Ousmane Diagne Timbuktu Capital Management Boston CFP, CFA Flat fee or retainer
Patrick Kearney Brock Hill Wealth Management Newton Not listed Percentage of assets, Hourly
Pedro Silva Apex Investment Group Hudson Not listed Percentage of assets
Robert Whitney Polaris Investment Advisors, LLC. Framingham ChFC Percentage of assets, Hourly
Rosemarie Connolly Connolly Advisors North Andover CFP Percentage of assets, Hourly
Sean McGuirk Lincoln Capital Uxbridge CFA Percentage of assets, Fixed fees
Spencer Henderson Aequitas Investment Advisors Hingham ChFC Percentage of assets, Hourly
Steven Dray Zevin Asset Management Boston CFP, CFA Percentage of assets, Hourly
Tamer Alamuddin Choate Wealth Boston CFA Percentage of assets, Hourly
Teofilo Ferreira Wingate Wealth Advisors Lexington CFP Percentage of assets, Fixed fees
Timothy Nash Aequitas Investment Advisors Hingham CFA Percentage of assets, Hourly
Vannak Sao Proactive Financial Solutions 360 North Attleboro Not listed Percentage of assets
Warner Henderson Aequitas Investment Advisors Hingham ChFC Percentage of assets, Hourly
Wendy Suzanne Marsden ProsperiTea Planning Greenfield CFP One-time planning fee

Firms headquartered in Massachusetts (352)

All 352 firms in Massachusetts