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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
John Choe FinArc Investments Norwood Not listed Percentage of assets
John Pantekidis TwinFocus Boston CFA Percentage of assets, Hourly
John R. Goddard Pinney & Scofield Cambridge CFP Percentage of assets, Hourly
Joseph Hosler Auour Investments Woburn CFA Percentage of assets
Joshua Kazlauskas TwinFocus Boston CFA Percentage of assets, Hourly
Julia Colantuono One Financial Design Hingham CFP, APMA Percentage of assets, Hourly
Justin McNamara McNamara Financial of the Merrimack Valley Marshfield CFP Percentage of assets, Hourly
Kaitlyn Carlson Theory Planning Partners Marblehead CFP Percentage of assets, Fixed fees
Kathleen Kenealy Katapult Financial Planning LLC Woburn CFP, CPWA Percentage of assets, Hourly
Kathy Alves Barry Investment Advisors New Bedford CFP Percentage of assets, Fixed fees
Ken Hoyt Hoyt Wealth Management Westford CFP Percentage of assets, Hourly
Kenan Nacar Charles River Wealth Management Burlington CFP Percentage of assets, Hourly
Kerry O'Brien BeingFit Financial, LLC Walpole CFP, EA Percentage of assets, Hourly
Kevin Kennedy Flying Point Financial North Andover Not listed Percentage of assets, Hourly
Kevin Pizzotti LTG Capital Framingham Not listed Percentage of assets
Laurence Grosbaum TwinFocus Boston CFA Percentage of assets, Hourly
Louis Conrad COMPASS Wealth Management Ayer CFA Percentage of assets
Lowell Thomas South Shore Capital Advisors Boston CFA Percentage of assets, Fixed fees
Lynne Nahigyan Northstar Financial Companies Mattapoisett CFP Percentage of assets, Hourly
Mark Zembo Elevage Partners Longmeadow Not listed Percentage of assets, Hourly
Matt Hodges Dreamfield Planning Group, LLC Milton CFP, CFA Percentage of assets, Hourly
Matthew Pierce Kastel Capital Wellesley PFS Percentage of assets, Hourly
Maureen Quigley Howland Capital Boston CFA Percentage of assets, Hourly
Michael Brown Fox Hill Wealth Management Dedham Not listed Percentage of assets, One-time planning fee
Michael McNamara McNamara Financial of the Merrimack Valley Marshfield CFP Percentage of assets, Hourly
Michelle Contois Colman Knight Acton Not listed Flat fee or retainer, Ongoing planning fee
Mike Gross Rising Tides Financial, LLC Needham CFP, CPA Fixed fees
Nicholas Crocker Howland Capital Boston CFA Percentage of assets, Hourly
Paige Roth Pine Haven Investment Counsel Fairhaven CFA Percentage of assets
Paul Karger TwinFocus Boston CFA Percentage of assets, Hourly
Peter Boyd Boyd Financial Strategies Auburn ChFC Percentage of assets, Hourly
Peter Gillis Pallas Capital Advisors Oak Bluffs Not listed Percentage of assets, Hourly
Peter Simmons Peddock Capital Advisors Braintree Not listed Percentage of assets, Hourly
Praveena Naduthota Pallas Capital Advisors Westford Not listed Percentage of assets, Hourly
Richard Colman Colman Knight Acton Not listed Flat fee or retainer, Ongoing planning fee
Richard Mullen Pallas Capital Advisors Braintree Not listed Percentage of assets, Hourly
Robert Dossett Waypoint Financial Planning Milford CFP Percentage of assets, Hourly
Robert Holzbach Red Kennedy Financial Littleton Not listed Flat fee or retainer, Hourly
Robert McCARTHY Alternative Capitalis Wrentham Not listed Percentage of assets, Hourly
Robert Napolitano Napier Financial Braintree Not listed Percentage of assets, Hourly
Ryan Carragher The Clifford Group Wayland Not listed Percentage of assets
Ryan Hass RF&L Wealth Management Acton CFP Percentage of assets, Hourly
Ryan Wilson Wilson Capital Swampscott CFP Percentage of assets, Hourly
Rylee Felice White Lighthouse Investment Management Boston Not listed Percentage of assets, Hourly
Samuel Ober Howland Capital Boston CFA Percentage of assets, Hourly
Stacie Skryz Lechner Associates North Attleboro CFP Percentage of assets, Hourly
Sunil Harpalani Holistic View Financial, LLC Boston CFP, CPA Percentage of assets, Hourly
Susan Danson New Shore Financial LLC Wrentham CFP Percentage of assets, Fixed fees
Thierry Hasse Elevage Partners Springfield Not listed Percentage of assets, Hourly
Timothy Malloy Birch Hill Investment Advisors Boston CFP Percentage of assets

Firms headquartered in Massachusetts (352)

All 352 firms in Massachusetts