Advice only financial planners in Massachusetts
Advice only planners don't manage your money and don't charge a percentage of assets. You pay for the advice, nothing else.
26 firms in Massachusetts that filed as advice only financial planners publish dollar fees in their brochures. Updated October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Hourly rate | $350/hr | $250-$420/hr | 22 firms |
| Flat or project fee | $3,000 | $1,500-$5,500 | 15 firms |
| Annual retainer | $6,250/yr | $6,000-$14,000/yr | 4 firms |
Advice only financial planners in Massachusetts and their published fees
26 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| Act 2 PlanningWinchester | Not published | $100-$500 | Not published |
| Atlantic Planning Group, LLCWaltham | $500/hr | $1,000-$20,000 | Not published |
| Bostonnorth Financial Services, Inc.Andover | $250/hr | Not published | Not published |
| Curious Crow Financial PlanningRevere | $250/hr | $5,000-$7,500 | Not published |
| Dope Cfo Wealth ManagementMarshfield | $250/hr | $1,500 | $3,000-$10,000/yr |
| Essential Asset Management, LLCNorwell | $150/hr | $500 | Not published |
| First Step FinancialBoston | $54-$180/hr | $540-$1,800 | $36-$180/mo |
| Fisher Financial StrategiesCambridge | $420/hr | $3,200-$6,300 | Not published |
| Fourth Quarter Retirement Strategies, LLCHopkinton | Not published | $1,600 | $200/mo |
| Gorman Financial ManagementNorwell | Not published | Not published | $6,000/yr |
| Gwendolyn J. Floyd, CPA, Cfp(r)Hull | $350/hr | Not published | $11,200-$16,800/yr |
| Holistic Financial Planning LLCWestminster | $200/hr | Not published | Not published |
| Infinite Summer Financial PlanningNeedham | $225/hr | $2,500 | $100-$500/mo |
| Levin Financial PlanningWayland | $350/hr | Not published | Not published |
| Lyon Financial Planning, LLCWaltham | $550/hr | $12,000 | Not published |
| Norton Financial ConsultantsMedway | $350/hr | Not published | Not published |
| Philip J. Sagan Financial Consulting, Inc.Newton | $425/hr | Not published | Not published |
| Plan for It Financial, LLCSalem | $350/hr | $3,500-$7,500 | Not published |
| R3i LLCCambridge | $500/hr | $1,000-$10,000 | Not published |
| Real World Financial Planning, LLCChestnut Hill | $375/hr | $2,500-$3,500 | Not published |
| Solutions for DivorceGloucester | $350/hr | Not published | Not published |
| Stein Financial AdvisoryBrookline | $250/hr | Not published | Not published |
| Takayoshi Wealth Management LLCNewton | Not published | $5,000 | $3,500/yr |
| The Family Financial GroupNewton Centre | $475/hr | Not published | Not published |
| Think Ahead Financial PlanningGroton | $250/hr | $1,000-$5,000 | $1,000-$3,000/qtr |
| Toole FinancialLongmeadow | $250/hr | Not published | $150/mo |
No firms match these filters.
Also filed as advice only financial planners, without a published price (16)
Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.
- Andover Advisory Group, North Andover
- Arsenal Financial, LLC, Watertown
- Client Priority Financial Advisors LLC, Plymouth
- Dollar & Sense, Pittsfield
- Duffield Financial Group, Concord
- Financial Foundations, Inc., Southborough
- Financial Well-Being Advisors LLC, Wellesley
- Harvard Square Financial Planning, Lexington
- Houben Planning Associates Inc., Brighton
- Mcvittie Financial Advisors, Auburndale
- Philosophe Financial, Wayland
- Stephen P Galib CRPC, Pittsfield
- Sweetmoney, Greenfield
- Tetschner Financial Services, Ashland
- Wealthy Choices (R), Westwood
- Whitman Financial Services, LLC., North Reading