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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
Aaron Gardiner Gardiner Financial Wellesley Not listed Hourly, Ongoing planning fee
Adam Dani Napier Financial Braintree Not listed Percentage of assets, Hourly
Adam Waitkevich Caveness Wealth Advisory Worcester Not listed Percentage of assets, Hourly
Alex Rezzo Andante Financial Burlington CFA, CFP, CPA Percentage of assets, Fixed fees
Alisa Skatrud Plum Street Advisors Newton CFA, CFP, MPA Percentage of assets
Alyssa Reed McNamara Financial of the Merrimack Valley Marshfield CFP Percentage of assets, Hourly
Amy Mastromonaco Flying Point Financial North Andover Not listed Percentage of assets, Hourly
Andreas Migliaccio TwinFocus Boston CFA Percentage of assets, Hourly
Andrew Krout Pallas Capital Advisors Braintree Not listed Percentage of assets, Hourly
Anna Byrne Kendall Wealth Randolph Not listed Percentage of assets, Hourly
Ariel Acuna LTG Capital Framingham Not listed Percentage of assets
Benjamin House Stonehearth Capital Management Danvers Not listed Percentage of assets, Hourly
Benjamin Smith Guidance Point Advisors Wellesley CFA Percentage of assets
Bethany Parker Barry Investment Advisors New Bedford CFP Percentage of assets, Fixed fees
Bill Nugent Convey Wealth Management Boston CFP, EA Percentage of assets, Fixed fees
Brad Wright Launch Financial Planning Andover CFP Percentage of assets, Hourly
Brett Mirliani Birch Hill Investment Advisors Boston CFP, CFA Percentage of assets
Brian Doherty Balanced Rock Investment Advisors Roslindale, CFP Percentage of assets, Hourly
Brian Sawyer Larchmont Wealth Advisors Lunenburg Not listed Hourly
Camden Newton Pallas Capital Advisors Braintree Not listed Percentage of assets, Hourly
Catherine Kennedy Birch Hill Investment Advisors Boston CFP Percentage of assets
Chad Onufrechuk Cascade Wealth Planning Belmont Not listed Percentage of assets, Hourly
Charles Clapp Howland Capital Boston CFA Percentage of assets, Hourly
Charles Evangelakos Pallas Capital Advisors Braintree Not listed Percentage of assets, Hourly
Charles Von Stackelberg Radius Wealth Management Boston ChFC Percentage of assets, Hourly
Chris Chen Insight Financial Strategists LLC Newton CDFA, CFP, MBA, RLP Percentage of assets, Hourly
Christopher Mikus Birch Hill Investment Advisors Boston CFP, CFA Percentage of assets
David Martula Fee-Only Financial Planning Hadley CFP Hourly, Percentage of assets
Dorothy Cole Dorothy J. Cole Lexington CFP, EdM, MBA Percentage of assets, Hourly
Elizabeth Garvey Barry Investment Advisors New Bedford CFP Percentage of assets, Fixed fees
Enrique Perez Mission Park Capital Cambridge Not listed Ongoing planning fee, One-time planning fee
Eric Benz Fox Hill Wealth Management Dedham Not listed Percentage of assets, One-time planning fee
Eric Scruggs Hark Financial Planning, LLC Stoneham CFP, EA, MBA Hourly, Fixed fees
Erik Cooper Low cost wealth management firm Arcvest, LLC Boston Not listed Percentage of assets
Erik Saarinen McNamara Financial of the Merrimack Valley Marshfield CFP Percentage of assets, Hourly
Francis Jackson Howland Capital Boston CFA Percentage of assets, Hourly
Garrett Walsh TwinFocus Boston CFA Percentage of assets, Hourly
Gregory Boyle Pallas Capital Advisors Braintree Not listed Percentage of assets, Hourly
Gregory Clifford The Clifford Group Wayland Not listed Percentage of assets
Gregory Fenton Cambridge Cape Cod Advisors Sandwich BS, CFP Percentage of assets, Fixed fees
Hendrix Berry Obran Capital Advisors Boston CFP Percentage of assets, Hourly
Ian McConnell Fox Hill Wealth Management Dedham Not listed Percentage of assets, One-time planning fee
Jackson Roberts Pallas Capital Advisors Braintree Not listed Percentage of assets, Hourly
James Ek PCM Encore Woburn Not listed Percentage of assets, Fixed fees
Jeanne Sullivan Financially In Tune, LLC Stoneham CFP Not listed
Jeffrey Heisler TwinFocus Boston CFA Percentage of assets, Hourly
Jennifer Morrell Wakely Investment Management Boston BS, CFP Percentage of assets
Jessica Frigon Pallas Capital Advisors Braintree Not listed Percentage of assets, Hourly
Jethro Kollie Fox Hill Wealth Management Dedham Not listed Percentage of assets, One-time planning fee
Joe Calvetti Still River Financial Planning LLC Ayer CFP, CPA Hourly, Fixed fees

Firms headquartered in Massachusetts (352)

All 352 firms in Massachusetts