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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
Matthew Babson Good Harbor Advisors Gloucester Not listed Percentage of assets, Hourly
Meredith Murphy Financial Well-Being Advisors Wellesley CFA Hourly, One-time planning fee
Michael Thomas MG Financial Braintree Not listed Percentage of assets, Hourly
Noreen Walsh Aequitas Investment Advisors Hingham Not listed Percentage of assets, Hourly
Patrick Collins Choate Wealth Boston Not listed Percentage of assets, Hourly
Paul Furcinito Florek Financial Duxbury Not listed Percentage of assets, Hourly
Peter Kalianiotis Beck Bode Dedham Not listed Percentage of assets, Fixed fees
Raymond Morris High Pines Wealth Management Duxbury Not listed Percentage of assets
Robert Murphy BlueDoor Private Wealth Beverly Not listed Percentage of assets, Hourly
Samuel Plotkin ProsperiTea Planning Greenfield CFA One-time planning fee
Sara Daly Beck Bode Dedham Not listed Percentage of assets, Fixed fees
Scott Leabman Harbor Asset Planning Belmont Not listed Percentage of assets, Hourly
Stefan Karlsson Aureus Asset Management Boston CFA Percentage of assets, Fixed fees
Tammy Stoerkel Beck Bode Dedham Not listed Percentage of assets, Fixed fees
Tenzing Tashishar NorthStar Asset Management Boston CFA Percentage of assets
Thaddeus Davis Aureus Asset Management Boston CFA Percentage of assets, Fixed fees
Thomas Shepherd BlueDoor Private Wealth Beverly Not listed Percentage of assets, Hourly
Tigran Navasardian Anchor Capital Advisors Boston CFA Percentage of assets, Hourly
Timothy Withers Twin Gryphon Advisors Marshfield ChFC Percentage of assets, Hourly
Tracy Galloway Holmes Investment Management Wrentham Not listed Percentage of assets, Fixed fees
Tuyet Nguyen NorthStar Asset Management Boston CFA Percentage of assets
Vahan Janjigian Greenwich Wealth Management Wayland CFA Percentage of assets, Hourly
Vincent Savio Beck Bode Dedham Not listed Percentage of assets, Fixed fees
Warner Wayne Wealth Effects Boston Not listed Percentage of assets
William Kelly Generous Wealth Management Hull Not listed Percentage of assets, Hourly
William Liberti Wealth Effects Boston Not listed Percentage of assets
Adam Desjardins Birch Hill Investment Advisors Boston CFA Percentage of assets
Alan Arcadipane Riverview Capital Advisers Boston Not listed Percentage of assets, Hourly
Andrew Novelline Abbot Financial Management Andover CFA Percentage of assets
Andrew Swanson Howland Capital Boston Not listed Percentage of assets, Hourly
Andrew Walker Guidance Point Advisors Wellesley Not listed Percentage of assets
Beatrice Tiberii Family Fiduciary Services Beverly Not listed Percentage of assets
Benjamin Seaman Riverview Capital Advisers Boston Not listed Percentage of assets, Hourly
Brett Feldman TwinFocus Boston Not listed Percentage of assets, Hourly
Caitlin Appleton South Shore Capital Advisors Boston Not listed Percentage of assets, Fixed fees
Cameron O'Neill Family Fiduciary Services Beverly Not listed Percentage of assets
Carlton Bradshaw TwinFocus Boston Not listed Percentage of assets, Hourly
Caroline Hedges Fairfield Financial Advisors Wellesley Not listed Percentage of assets
Catherine Fraga TwinFocus Boston Not listed Percentage of assets, Hourly
Christopher Del Col Guidance Point Advisors Wellesley Not listed Percentage of assets
Daniel Singh Dhyan Capital Management Norwell CFA Percentage of assets, Hourly
David Grey Family Fiduciary Services Beverly Not listed Percentage of assets
Dennis Wassung Abbot Financial Management Andover CFA Percentage of assets
Drasko Kovrlija Kastel Capital Wellesley Not listed Percentage of assets, Hourly
Eric Bright Pennyfarthing Investment Management Belchertown CFA Percentage of assets, Hourly
Gary Mikula Birch Hill Investment Advisors Boston CFA Percentage of assets
George Cook Birch Hill Investment Advisors Boston CFA Percentage of assets
Greg Dodge Dodge Wealth Management Foxboro Not listed Percentage of assets
Jacob Wharton Worcester Advisors Worcester Not listed Percentage of assets
Jacqueline Waite Atwater Wealth Management Boston Not listed Percentage of assets, Flat fee or retainer

Firms headquartered in Massachusetts (352)

All 352 firms in Massachusetts