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Fee report · Massachusetts

What fee-only financial advisors charge in Massachusetts

Fee-only financial advisors in Massachusetts who publish their prices charge a median of $5,000 a year for ongoing planning, $3,000 for a one-time plan, $300 an hour, or 1% of assets a year, from 70 firm websites. Ongoing planning here is 11% above the national median of $4,500.

FeeMassachusettsUnited States
Ongoing planning (per year) $5,000$2,900 to $10,000 · 21 firms $4,500
One-time financial plan $3,000$1,150 to $3,800 · 27 firms $2,000
Hourly rate $300$250 to $350 · 18 firms $300
Assets under management (first tier) 1%1% to 1% · 25 firms 1%
No account minimum53%of 17 firms that state one50%

Medians, with the middle half of firms below each. A figure appears only with at least 12 firms behind it. Prices are the starting prices firms publish on their own websites, each checked word for word against the page. This is the 2026 Q4 edition, with figures as of October 31, 2026.

Find a fee-only advisor in Massachusetts

See fee-only advisors in Massachusetts on the public graph, with each advisor's fees where they publish them. Many fee-only advisors also work with clients in other states by video, so a planner elsewhere can be an option if you want a particular specialty.

Questions

How much does a fee-only financial advisor cost in Massachusetts?

Among fee-only firms in Massachusetts that publish prices, the median ongoing planning fee is $5,000 a year, with the middle half between $2,900 and $10,000. That's 11% above the national median of $4,500.

What does an hourly financial planner cost in Massachusetts?

The median hourly rate among Massachusetts fee-only firms that publish one is $300, from 18 firms.

Do Massachusetts fee-only advisors have account minimums?

Of 17 Massachusetts firms that state an account minimum on their website, 53% say they have none.