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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
Timothy Walt CVW Financial Plymouth Not listed Percentage of assets, Hourly
Todd Vandam Pallas Capital Advisors Braintree Not listed Percentage of assets, Hourly
Wendy Weiss Weiss Financial Advisors Cambridge Not listed Percentage of assets, Flat fee or retainer
Wesley Karger TwinFocus Boston CFA Percentage of assets, Hourly
Weston Howland Howland Capital Boston CFA Percentage of assets, Hourly
William Harris WH Cornerstone Duxbury CFP Percentage of assets, Hourly
Adam Bortolussi Bortolussi Wealth Management Hopkinton Not listed Percentage of assets, Hourly
Akhil Shah Holmes Investment Management Brockton Not listed Percentage of assets, Fixed fees
Alexander Waesche Anchor Capital Advisors Boston CFA Percentage of assets, Hourly
Alison Svizzero Choate Wealth Boston Not listed Percentage of assets, Hourly
Amir Alamir Holmes Investment Management Brockton Not listed Percentage of assets, Fixed fees
Andrew Martone Beck Bode Dedham Not listed Percentage of assets, Fixed fees
Andrew St Martin Anchor Capital Advisors Boston CFA Percentage of assets, Hourly
Angel Costanza Beck Bode Dedham Not listed Percentage of assets, Fixed fees
Anke Parpart Good Harbor Advisors Gloucester Not listed Percentage of assets, Hourly
Anthony Mitrano Beck Bode Dedham Not listed Percentage of assets, Fixed fees
Brian Burkhart Wealth Effects Boston Not listed Percentage of assets
Brian Wickett Beck Bode Dedham Not listed Percentage of assets, Fixed fees
Bruce Hulme Bortolussi Wealth Management Southborough Not listed Percentage of assets, Hourly
Casey Phinney Generous Wealth Management Marshfield Not listed Percentage of assets, Hourly
Catherine Faddis Zevin Asset Management Boston CFA Percentage of assets, Hourly
Christie Markham Beck Bode Dedham Not listed Percentage of assets, Fixed fees
Christopher Fitts Bortolussi Wealth Management Southborough Not listed Percentage of assets, Hourly
David Carnevale ProsperiTea Planning Greenfield CFA One-time planning fee
David Mullen Little House Capital Braintree CFA Percentage of assets, Hourly
Derek Liberti Wealth Effects Boston Not listed Percentage of assets
Diana Malcom Choate Wealth Boston Not listed Percentage of assets, Hourly
Ellen Ginsberg Harbor Asset Planning Belmont Not listed Percentage of assets, Hourly
Erik Beck Beck Bode Dedham Not listed Percentage of assets, Fixed fees
Garrett Burgess Cote Financial Management Wenham Not listed Percentage of assets, Hourly
Gary Martinelli Tableaux Wealth Great Barrington Not listed Percentage of assets, Hourly
Grady Kozak BlueDoor Private Wealth Beverly Not listed Percentage of assets, Hourly
Graham Johnstone Choate Wealth Boston Not listed Percentage of assets, Hourly
Hideyoshi Watanabe Choate Wealth Boston Not listed Percentage of assets, Hourly
James Bode Beck Bode Dedham Not listed Percentage of assets, Fixed fees
Jeffrey McHale Wealth Effects Pembroke Not listed Percentage of assets
Jim Gibbons High Pines Wealth Management Duxbury Not listed Percentage of assets
John Brennecke Timber Creek Capital Management Boston CFA Percentage of assets
John Sardoni Generous Wealth Management Marshfield Not listed Percentage of assets, Hourly
Jonathan Ambrose The Montgomery Financial Group Orleans Not listed Hourly
Joseph Polidoro Tableaux Wealth Great Barrington Not listed Percentage of assets, Hourly
Joshua Plosker Beck Bode Dedham Not listed Percentage of assets, Fixed fees
Karl Fries Arjuna Capital Manchester-By-The-Sea CFA Percentage of assets, Performance-based fees
Kate Chilson MG Financial Braintree Not listed Percentage of assets, Hourly
Katherine Kiezulas Sechrest & Bloom Acton Not listed Fixed fees
Keith Whitt Maritime Wealth Advisors Hanover Not listed Percentage of assets, Hourly
Laurence Pike Client Priority Financial Advisors Plymouth CFA Hourly
Louis Marchant Choate Wealth Boston Not listed Percentage of assets, Hourly
Mark Perry Choate Wealth Boston Not listed Percentage of assets, Hourly
Mary Gilligan MG Financial Braintree Not listed Percentage of assets, Hourly

Firms headquartered in Massachusetts (352)

All 352 firms in Massachusetts