Fee-only financial advisors in Massachusetts who charge hourly or a flat fee
463 fee-only advisers in Massachusetts offer financial planning for an hourly, fixed or subscription fee. 279 of them state their prices in dollars in their filed brochure, and we quote those prices below.
In Massachusetts, the median published hourly rate is $300 (184 firms; middle half $225–$375), and the median flat or project fee is $4,750 (159 firms), as of October 2026.
| Fee | Median | Middle half of firms | Firms with a published fee |
|---|---|---|---|
| Hourly rate | $300/hr | $225–$375/hr | 184 firms |
| Flat or project fee | $4,750 | $2,500–$7,500 | 159 firms |
| Annual retainer | $8,250/yr | $5,000–$16,000/yr | 63 firms |
Fee-only advisors in Massachusetts and their published fees
279 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| 1620 Investment Advisors, Inc.Plymouth | $75–$175/hr | Not published | Not published |
| Aaf Wealth Management, LLCWestborough | $350/hr | $750–$10,000 | Not published |
| Abraham, Robert Ralph JRSalem | Not published | $400–$3,000 | Not published |
| Access Financial Planning, LLCNewburyport | Not published | Not published | $6,000–$10,000/yr |
| Access Investment ManagementMelrose | $250/hr | $1,000–$4,000 | Not published |
| Act 2 PlanningWinchesterNo AUM fee | Not published | $100–$500 | Not published |
| Adaptive Financial Solutions IncWabanNo AUM fee | Not published | $7,000 | $7,000/yr |
| Aequitas Investment Advisors, LLCHingham | $175–$350/hr | Not published | $3,000–$50,000/yr |
| Alliance Private Wealth, LLCNorth Reading | $400/hr | $1,000–$100,000 | Not published |
| Alta Wealth Advisors LLCWoburn | $150–$350/hr | $250–$2,500 | Not published |
| Ama Office Solutions LLCNeedham | Not published | Not published | $3,000/yr |
| American Retirement & Investment Strategies, LLCMedway | $150–$300/hr | $500–$1,500 | Not published |
| Andante FinancialBurlington | Not published | Not published | $375–$1,000/qtr |
| AndersonlaneNeedham | Not published | $4,000–$12,000 | Not published |
| Argonautica Private Wealth Management, IncWellesley | Not published | $5,000 | $10,000/yr |
| Arlington Investment AdvisorsArlington | $195–$350/hr | Not published | Not published |
| Armstrong Advisory Group Inc.Needham | Not published | Not published | $5,000/yr |
| Ascend FinancialScituate | Not published | $1,200–$7,200 | $300–$1,000/mo |
| Ashwood AdvisorsMedfield | $500/hr | Not published | $1,687–$6,750/yr |
| Aspire Financial Advisors, Inc.Concord | $250/hr | $2,500–$5,000 | Not published |
| Assist FPMarlborough | $300/hr | $250–$4,000 | $149–$1,000/mo |
| Atlantic Planning Group, LLCWalthamNo AUM fee | $500/hr | $1,000–$20,000 | Not published |
| Atwater Wealth Management, Inc.Boston | Not published | $2,500–$10,000 | Not published |
| Augeo Wealth ManagementWestwood | Not published | $1,500–$4,000 | Not published |
| Autumn Lane Advisory LLCNorwell | $250–$500/hr | $2,500–$15,000 | Not published |
| Avk PartnersConcord | $50–$500/hr | Not published | Not published |
| Balanced Rock Investment AdvisorsRoslindale | $250/hr | Not published | $2,550/yr |
| Baldwin Wealth Partners, LLCMarion | Not published | Not published | $600–$1,500/mo |
| Ballentine PartnersWaltham | Not published | Not published | $10,000–$50,000/yr |
| Barrett Capital PartnersWeymouth | $200–$300/hr | Not published | Not published |
| Bay Colony AdvisorsConcord | $150–$500/hr | $1,500–$100,000 | $4,000–$50,000/yr |
| Beacon Financial Planning, IncHyannis | Not published | Not published | $5,000/yr |
| Beck Bode LLCDedham | Not published | $500–$12,000 | Not published |
| Berkshire Money Management, Inc.Dalton | $450/hr | $7,500 | $6,000/yr |
| Beyond Your Hammock LLCBoston | Not published | $500–$8,000 | $300–$2,000/mo |
| Bluebird Wealth Management LLCMedfield | $250–$500/hr | Not published | Not published |
| Bond Financial Group, Inc.East Longmeadow | $250/hr | $500–$5,000 | Not published |
| Bortolussi Wealth Management, Inc.Southborough | $100/hr | Not published | Not published |
| Boston Investment Trust Management, Inc.Bridgewater | $100–$200/hr | Not published | Not published |
| Boston Research and Management, Inc.Manchester | Not published | Not published | $10,000/yr |
| Boston Standard Wealth Management, LLCWinchester | $350/hr | Not published | Not published |
| Bostonnorth Financial Services, Inc.AndoverNo AUM fee | $250/hr | Not published | Not published |
| Bostonpremier WealthHingham | $500/hr | $500–$15,000 | Not published |
| Bowditch Advisory Services, LPBoston | $225/hr | Not published | Not published |
| Boyd Financial Strategies, Inc.Auburn | Not published | Not published | $300/qtr |
| Brave Boat Capital AdvisorsBoston | Not published | $1,000–$30,000 | Not published |
| Breakwater Financial, LLCNeedham | $400/hr | Not published | $300–$1,500/mo |
| Bristol Wealth GroupTaunton | $350/hr | $500–$5,000 | Not published |
| Brock Hill Wealth ManagementNewton | $500/hr | Not published | Not published |
| Butterworth Financial LLCDanvers | $250/hr | $500–$5,000 | Not published |
| Cadence Wealth Management LLCWestborough | Not published | $600–$5,000 | Not published |
| Cambridge Cape Cod Advisors, LLCSandwich | Not published | $1,500 | $5,000–$50,000/yr |
| Canby Financial AdvisorsFramingham | Not published | Not published | $2,500–$50,000/yr |
| Cape Ann Capital, Inc.Concord | Not published | $3,000 | Not published |
| Carl P. Sherr & Co., LLCWorcester | $300/hr | $5,000 | Not published |
| Carlson Planning CompanyMansfield | Not published | $300 | $100–$750/mo |
| Cascade Wealth Management Solutions Inc.Pittsfield | $300/hr | Not published | Not published |
| Centerpoint Advisors, LLCNeedham | $350–$400/hr | $3,500–$10,000 | Not published |
| Ceres Financial Group, Inc.Stoughton | $150–$250/hr | $500–$25,000 | Not published |
| Choate Investment AdvisorsBoston | $525–$1,750/hr | $1,000–$2,500 | Not published |
| Christopher Investment AdvisorsBeverly | $150/hr | Not published | Not published |
| Cio Wealth Management, Inc.Sudbury | $300/hr | Not published | Not published |
| Claro Advisors Inc.Boston | Not published | $500–$2,500 | Not published |
| Clear View Wealth Advisors, LLCAmesbury | $100–$300/hr | $300 | $1,100–$2,000/mo |
| Clearvue Advisors LLCMilton | $350/hr | $5,000–$10,000 | $1,250/qtr |
| Collaborative Wealth Advisors, LLCWestford | $250/hr | $800–$4,000 | $1,500–$15,000/yr |
| Colman Knight Advisory Group, LLCActonNo AUM fee | $400/hr | $10,000–$120,000 | Not published |
| Community Financial Group, Inc.Marlborough | $100–$250/hr | Not published | $500–$10,000/yr |
| Connolly Financial Advisors, Inc.North Andover | $95–$250/hr | Not published | Not published |
| Constant Guidance Financial, LLCNorth Attleboro | $100–$150/hr | Not published | Not published |
| Copper Beech Wealth ManagementMansfield | Not published | $5,000–$10,000 | Not published |
| Cottage Street AdvisorsMarion | $250–$500/hr | $2,500–$10,000 | Not published |
| Cox Capital Management LLCAndover | $150–$350/hr | Not published | Not published |
| Curious Crow Financial PlanningRevereNo AUM fee | $250/hr | $5,000–$7,500 | Not published |
| Curtin Financial Services, Inc.BurlingtonNo AUM fee | Not published | Not published | $500–$1,000/yr |
| Dba Joseph FoderaLynnfield | $150/hr | Not published | Not published |
| Demers Financial PlanningNorth Andover | Not published | Not published | $10,000/yr |
| DJG Financial Services, Inc.East Weymouth | $350/hr | Not published | Not published |
| Dope Cfo Wealth ManagementMarshfieldNo AUM fee | $250/hr | $1,500 | $3,000–$10,000/yr |
| Douglas A. Mcclennen IaHarwichNo AUM fee | $75/hr | Not published | Not published |
| Dreamfield Planning Group, LLCBraintree | $375/hr | Not published | $8,500/yr |
| East Horizon InvestmentsCambridge | Not published | $300 | Not published |
| East River Capital Management LLCPittsfield | $100–$500/hr | $2,000–$200,000 | Not published |
| Ebersole Financial LLCWellesley Hills | Not published | Not published | $3,000/yr |
| Emma Research LLCNewton | $200/hr | Not published | Not published |
| Essential Asset Management, LLCNorwellNo AUM fee | $150/hr | $500 | Not published |
| Exchange Place Advisors, LLCSudbury | $250/hr | $1,000–$5,000 | Not published |
| Fabco Investment Advisors, LLCNewton Upper Falls | $150/hr | Not published | Not published |
| Family Fiduciary Services, Inc.Beverly | Not published | $2,500–$5,000 | Not published |
| Fee-Only Financial PlanningHadley | $100/hr | $100–$500 | Not published |
| Fichter & Co. InvestorsDuxbury | $180–$240/hr | Not published | Not published |
| Financial Solutions AssociatesDedham | Not published | $300 | Not published |
| Finivi Inc.Westborough | $200–$350/hr | $1,500–$25,000 | Not published |
| First Step FinancialBostonNo AUM fee | $54–$180/hr | $540–$1,800 | $36–$180/mo |
| Fisher Financial StrategiesCambridgeNo AUM fee | $420/hr | $3,200–$6,300 | Not published |
| Five Corners Financial ServicesEaston | Not published | $500–$5,000 | Not published |
| Flagship Harbor Advisors, LLCBoston | $100–$300/hr | $300–$15,000 | Not published |
| Flagship Private WealthWoburn | Not published | $750–$7,500 | Not published |
| Florek Financial, LLCDuxbury | Not published | Not published | $4,500–$18,000/qtr |
| Flying Point Financial, Inc.North Andover | $250/hr | Not published | Not published |
| Fma Wealth Management, LLCDuxbury | $250/hr | Not published | Not published |
| Forsman Financial ServicesRochdale | Not published | $2,500–$7,500 | Not published |
| Foster Strategic Wealth Partners, LLCRehoboth | $300/hr | $500–$10,000 | Not published |
| Fourth Quarter Retirement Strategies, LLCHopkintonNo AUM fee | Not published | $1,600 | $200/mo |
| Fourthpoint AdvisorsWellesley | $200/hr | $2,000 | Not published |
| Fox Hill Wealth ManagementDedham | Not published | $500–$7,500 | Not published |
| Full Life Financial PlanningPembroke | Not published | $500–$5,000 | $500–$5,000/qtr |
| Gardiner Financial, Inc.Wellesley | $200/hr | Not published | $75/mo |
| GC Wealth Management RIA, LLCCambridge | Not published | Not published | $10,000/yr |
| Generous Wealth ManagementMarshfield | $250/hr | Not published | $3,000–$10,000/yr |
| Genesis Wealth Advisors, LLCBraintree | Not published | $500–$5,000 | Not published |
| Global Vision AdvisorsNorwell | $200–$500/hr | $1,000–$50,000 | $1,500/yr |
| Good Harbor Advisors, Inc.Gloucester | $300/hr | $1,000–$10,000 | Not published |
| Gorman Financial ManagementNorwellNo AUM fee | Not published | Not published | $6,000/yr |
| Great Point Wealth Advisors, LLCBoston | $250/hr | $1,000–$50,000 | Not published |
| Greenway Financial Advisors LLCBurlington | $275–$500/hr | $4,000–$25,000 | $450/mo |
| Gregory M Doherty, CPADedham | $250/hr | Not published | Not published |
| Gsi FinancialsEastham | Not published | Not published | $7,800–$9,000/yr |
| Gwendolyn J. Floyd, CPA, Cfp(r)HullNo AUM fee | $350/hr | Not published | $11,200–$16,800/yr |
| Hark Financial PlanningStonehamNo AUM fee | $350/hr | $3,000–$10,000 | Not published |
| Hathaway AdvisoryArlington | Not published | $4,000 | $4,000–$50,000/yr |
| Hawk Capital Management LLCMillbury | Not published | $1,000–$10,000 | Not published |
| Hawthorne Wellman Financial Planning, LLCTyngsboro | $250/hr | $3,000–$12,000 | Not published |
| Heritage Financial Network, Inc.Concord | $350/hr | Not published | Not published |
| Holistic Financial Planning LLCWestminsterNo AUM fee | $200/hr | Not published | Not published |
| Holistic View Financial, LLCJamaica Plain | $250/hr | $6,000–$12,000 | Not published |
| Holmes Investment Management, Inc.Brockton | Not published | $2,000 | $1,000/yr |
| Hoyt Wealth ManagementWestford | Not published | $4,800–$9,600 | $300–$1,000/mo |
| Impact Advisors GroupDuxbury | $400/hr | $400–$5,000 | $300–$2,000/mo |
| Infinite Summer Financial PlanningNeedhamNo AUM fee | $225/hr | $2,500 | $100–$500/mo |
| Innovative Advisory GroupLexington | $150–$500/hr | $500–$20,000 | Not published |
| Insight Financial StrategistsNewton | $300/hr | $5,500 | $12,000/yr |
| Investor Resources IncCharlestown | $150/hr | $500–$15,000 | Not published |
| J.r. Prunier Capital Management LLCHolden | Not published | $1,800–$20,000 | Not published |
| JMD Financial Planning Inc.Somerset | $200/hr | Not published | Not published |
| Just Wealth LLCPittsfield | Not published | Not published | $7,000/yr |
| Kaizerman & Associates, LLCNatick | $150–$300/hr | $1,750–$10,000 | Not published |
| Kastel Capital Advisors, LLCWellesley | $325/hr | Not published | Not published |
| Katapult Financial Planning LLCWoburn | $350/hr | $4,000–$10,000 | $4,500/yr |
| Kearney-Burch Financial Services, Inc.Bolton | $250/hr | Not published | Not published |
| Keenan FinancialBoston | Not published | $250–$5,000 | Not published |
| Kelly Financial Services LLCBraintree | Not published | Not published | $500/yr |
| Keystone Capital Advisors LLCAuburn | Not published | $500–$2,500 | Not published |
| KJH Financial ServicesNeedham | $225/hr | Not published | $10,000/yr |
| KSQ Financial Services LLCHalifax | $250/hr | Not published | Not published |
| Lakeview Financial PlanningShirley | Not published | $5,000 | Not published |
| Larchmont Wealth AdvisorsLunenburg | $175/hr | Not published | Not published |
| Laurence Financial Planning LLCDanvers | $175/hr | Not published | Not published |
| Lavoie Wealth Advisors LLCCambridge | Not published | $7,500–$20,000 | Not published |
| Lechner AssociatesNorth Attleboro | $250/hr | Not published | $300/mo |
| Levatus LLCBoston | Not published | Not published | $10,000–$250,000/yr |
| Leverage Financial AdvisoryWilmington | $300/hr | $2,500–$5,000 | Not published |
| Levin Financial PlanningWaylandNo AUM fee | $350/hr | Not published | Not published |
| Lighthouse Capital, LLCBoston | Not published | Not published | $2,625/qtr |
| Linnard Financial Management & Planning, Inc.Boxborough | $250/hr | Not published | Not published |
| Little House Capital, LLCBraintree | $400/hr | $1,000–$5,000 | Not published |
| Lyon Financial Planning, LLCWalthamNo AUM fee | $550/hr | $12,000 | Not published |
| Mannion Money AdvisoryMarlborough | $100/hr | Not published | Not published |
| Martha's Vineyard Investment Advisors, LLCWest Tisbury | Not published | $2,500 | Not published |
| Martin Capital PlanningEast Longmeadow | $500/hr | $1,500–$5,000 | Not published |
| May Hill Capital, LLCCohasset | Not published | Not published | $15,000/yr |
| Mcnamara Financial Services, Inc.Marshfield | $500/hr | $2,500 | Not published |
| Meenes Wealth PartnersShrewsburyNo AUM fee | Not published | $6,000–$15,000 | $10,000–$35,000/yr |
| MG Financial LLCBraintree | $85–$850/hr | Not published | Not published |
| Millenium Financial ServicesNatick | $150/hr | Not published | Not published |
| Mission Park Capital, LLCWaltham | $250/hr | $6,000 | Not published |
| Montanari Financial Advisors Inc.Norwell | $200/hr | $2,500 | Not published |
| Moore Financial Advisors, LTD.Belmont | $350/hr | $3,500–$6,000 | Not published |
| Morton Financial Advice LLCHarvard | $360–$600/hr | $2,400–$7,500 | $8,400/yr |
| MP Financial Services, LLCSpringfield | $350/hr | Not published | Not published |
| Msa FinancialBraintree | $100–$1,000/hr | $1,000–$5,000 | Not published |
| Najarian Financial LLCBraintree | $100–$250/hr | $500–$2,000 | Not published |
| Nashoba Valley Wealth ManagementStow | $500/hr | $2,000–$6,000 | $100–$250/mo |
| Needham Advisory CorporationNorth Andover | $250/hr | Not published | Not published |
| Neiman & Associates Financial Services, LLCArlington | $375/hr | $5,000–$50,000 | Not published |
| New Shore Financial LLCWrentham | Not published | $6,000–$10,000 | Not published |
| Nexten FPHingham | Not published | Up to $10,000 | Not published |
| North Shore Wealth ManagementWestford | Not published | $1,000–$3,000 | Not published |
| Northpointe Financial Advisors LLCMilton | Not published | $600 | $165–$300/mo |
| Norton Financial ConsultantsMedwayNo AUM fee | $350/hr | Not published | Not published |
| O'rourke & Company, IncorporatedBoston | $60–$400/hr | $500–$5,000 | Not published |
| Obran Capital Advisors LLCBoston | $400/hr | Not published | $750/qtr |
| Old School Capital LLCAndover | $100–$350/hr | $2,500–$50,000 | Not published |
| One Financial Design, LLCHingham | $350/hr | $400–$5,000 | $500–$5,000/mo |
| Osher Capital Advisors, LLCGreat Barrington | Not published | Not published | $200/mo |
| Ouellette Wealth Advisory LLCLexington | Not published | $500–$5,000 | Not published |
| Oxford Martin, LLCWakefield | $50–$200/hr | $200–$3,000 | Not published |
| Pallas Capital Advisors, LLCBraintree | $300–$500/hr | $1,500–$20,000 | $5,000–$30,000/yr |
| Paragon Financial AdvisorsNewtonNo AUM fee | $400/hr | Not published | $4,000–$30,000/yr |
| Peabody River Asset Management, LLCCambridge | $400/hr | Not published | $3,000/yr |
| Peddock Capital Advisors, LLCBraintree | $150–$500/hr | Not published | Not published |
| Pennyfarthing Investment Management, L.L.C.Amherst | $150/hr | Not published | Not published |
| Perennial Advisors Group, LLCWestford | Not published | $5,000 | Not published |
| Philip J. Sagan Financial Consulting, Inc.NewtonNo AUM fee | $425/hr | Not published | Not published |
| Pier 42 AdvisorsSouth Dennis | $350/hr | $2,500–$25,000 | Not published |
| Pinney & Scofield, Inc.Cambridge | $250–$500/hr | Not published | Not published |
| Pizarro AdvisorsTaunton | Not published | Not published | $99/mo |
| Plain Talk Financial Planning, LLCAmesbury | $250/hr | $2,500 | Not published |
| Plan for It Financial, LLCSalemNo AUM fee | $350/hr | $3,500–$7,500 | Not published |
| PNL InvestmentsDover | Not published | $2,500–$10,000 | Not published |
| Polaris Investment Advisors, LLCFramingham | $250–$500/hr | Not published | $500/yr |
| Powwow, LLCNorth Andover | $360/hr | Not published | $240/mo |
| Proctor FinancialSherborn | Not published | Not published | $12,500/yr |
| Prosperitea PlanningGreenfieldNo AUM fee | $359/hr | Not published | $7,500/yr |
| Purefi Wealth, LLCBoston | $1,000/hr | $1,000–$250,000 | Not published |
| Quabbin AdvisorsAmherst | $175/hr | $1,200–$3,000 | Not published |
| QueenvestBeverly | Not published | $500–$25,000 | $450–$1,050/mo |
| R3i LLCCambridgeNo AUM fee | $500/hr | $1,000–$10,000 | Not published |
| Rakatansky Financial LLCSubudry | $350/hr | Not published | Not published |
| Real World Financial Planning, LLCChestnut HillNo AUM fee | $375/hr | $2,500–$3,500 | Not published |
| Red Clover Wealth Management, LLCSalem | $500/hr | Not published | $500/mo |
| Red Kennedy FinancialLittleton | Not published | $2,500 | $2,500/yr |
| Renaissance Wealth Advisors, LLCNewton | Not published | Not published | $1,500–$20,000/yr |
| Richard P. Doleva & AssociatesEast Longmeadow | $150/hr | Not published | Not published |
| Richardson Financial ServicesMedway | $250/hr | $2,000–$7,500 | Not published |
| Rise North Capital Investment AdvisorsBraintree | Not published | $1,500–$3,000 | $250–$400/mo |
| Risen Phoenix Capital Advisers, LLCMalden | $100–$300/hr | Not published | Not published |
| Rising Tides Financial, LLCNeedhamNo AUM fee | $500–$750/hr | Not published | $24,000–$60,000/yr |
| Riverview Capital Advisers LLCBoston | $150–$500/hr | Not published | Not published |
| Rootson Capital LLCNorth Andover | Not published | $1,000–$10,000 | Not published |
| Sage Wealth Advisors LLCMarion | $200/hr | $2,500–$5,000 | Not published |
| Sandy Cove Advisors, LLCHingham | $100–$500/hr | Not published | $20,000–$250,000/yr |
| Savvi Financial LLCWaltham | Not published | $1,500 | $1,250/qtr |
| Sechrest Financial ServicesActonNo AUM fee | Not published | Not published | $12,000–$20,000/yr |
| Sheltered Garden Financial Group LLCBoxborough | Not published | $1,000–$50,000 | Not published |
| Shepherd Financial Partners, LLCWinchester | $100–$500/hr | $2,000–$250,000 | Not published |
| Shilla Advisory LLCMarlborough | Not published | $5,000–$20,000 | Not published |
| Shrier Associates, LLCClinton | $300/hr | $700–$1,500 | Not published |
| Signal Ridge Capital Partners, LLCFramingham | $350/hr | $1,000–$15,000 | Not published |
| Single Point PartnersBostonNo AUM fee | Not published | Not published | $350/mo |
| Slate Peak Financial Services, LLCMedfield | $200/hr | Not published | Not published |
| Solutions for DivorceGloucesterNo AUM fee | $350/hr | Not published | Not published |
| Spotlight Investment LLCBoston | $200/hr | $2,000–$8,000 | Not published |
| Stardust Wealth StrategiesArlington | $500/hr | $10,000–$100,000 | Not published |
| Stein Financial AdvisoryBrooklineNo AUM fee | $250/hr | Not published | Not published |
| Still River Financial PlanningAyer | $250/hr | $1,500 | $3,600–$10,200/yr |
| Stonehaven Private Wealth Management LLCManchester By The Sea | $600/hr | Not published | Not published |
| Stonehearth Capital ManagementDanvers | $300/hr | Not published | Not published |
| Stonestreet Financial, Inc.Stoughton | $200/hr | $1,500–$5,000 | Not published |
| Successful Money Strategies IncFall River | Not published | $1,500–$5,000 | Not published |
| Sustainable Investment Partners LLCLexington | $500/hr | $2,000–$10,000 | Not published |
| SW Private Wealth, LLCNeedham | $350/hr | Not published | Not published |
| Tableaux WealthGreat Barrington | $300/hr | $1,000–$10,000 | Not published |
| Takayoshi Wealth Management LLCNewtonNo AUM fee | Not published | $5,000 | $3,500/yr |
| Techgen FinancialSharon | $250–$400/hr | Not published | $5,000–$30,000/yr |
| TFC Financial Management IncBoston | Not published | $1,000–$10,000 | Not published |
| The Bollard Group LLCBoston | $90–$1,200/hr | Not published | Not published |
| The Family Financial GroupNewton CentreNo AUM fee | $475/hr | Not published | Not published |
| The Montgomery Financial Group, Inc.Orleans | $200/hr | $650–$2,500 | Not published |
| The Practical PlannerGroton | $200/hr | Not published | Not published |
| Theory Planning PartnersMarblehead | $250/hr | Not published | $1,500/mo |
| Think Ahead Financial PlanningGrotonNo AUM fee | $250/hr | $1,000–$5,000 | $1,000–$3,000/qtr |
| Thrive Investments, LLCWellesley | Not published | $500 | Not published |
| Tiedemann & Associates Investment Advisors, Inc.Weston | $300/hr | Not published | Not published |
| Timbuktu Capital Management, LLCBoston | $250–$385/hr | $1,850–$7,850 | Not published |
| Timothy Charles Financial, LLCLynnfield | Not published | $1,500–$15,000 | Not published |
| Titanium Advisors, LLCFranklin | $300/hr | $3,000–$5,000 | $2,500–$7,500/qtr |
| Toole FinancialLongmeadowNo AUM fee | $250/hr | Not published | $150/mo |
| Truenorth Financial PlanningNorthboroughNo AUM fee | $249/hr | Not published | Not published |
| TSW Wealth ManagementFramingham | Not published | $1,900–$5,900 | Not published |
| Twin Focus Capital Partners, LLCBoston | Not published | Not published | $25,000/yr |
| Tyler Street CapitalPlymouth | $250–$375/hr | $5,000–$15,000 | Not published |
| Vincent Wealth Advisors LLCNorwell | Not published | Not published | $2,500/yr |
| Vista Way AdvisorsCharlestown | $200–$300/hr | $750–$950 | Not published |
| Vital Wealth Strategy, LLCPrinceton | $350–$750/hr | $7,500–$50,000 | $18,000–$30,000/yr |
| Vitale & Caputo Wealth Management LLCMiddleton | Not published | $1,500–$10,000 | Not published |
| Von Blucher Capital LLCArlington | Not published | $1,000–$5,000 | Not published |
| Walk You To WealthDoverNo AUM fee | Not published | Not published | $500/mo |
| Wealthmind Financial PlanningCambridge | $425/hr | Not published | $5,000/yr |
| Wellfin360Lynnfield | $200/hr | $1,500–$3,000 | $120–$400/mo |
| Wernau Asset ManagementGloucester | $300/hr | Not published | Not published |
| WH Cornerstone Investments Inc.Duxbury | Not published | $500–$30,000 | $100–$12,000/yr |
| Williams Wealth ManagementHopkinton | Not published | Not published | $49–$419/mo |
| Willow Partner Advisors, LLCPrides Crossing | Not published | $5,000 | Not published |
| Wilson Capital, LLCSwampscott | $200/hr | Not published | Not published |
| Wingate Wealth Advisors, Inc.Lexington | Not published | $3,500–$10,000 | Not published |
| Winthrop WealthBoston | $250–$15,000/hr | Not published | Not published |
| Wolfstich Capital, LLCMedfield | $350/hr | $2,500–$3,500 | Not published |
| Yellow Dog Financial, Inc.Bolton | $250/hr | $2,700 | $100–$800/mo |
No firms match these filters.
Other registered firms that do not publish dollar fees (184)
Their current brochure describes fees without dollar amounts. Ask them for a fee schedule.
- Advanced Portfolio Design, LLC, Westford
- Afg Fiduciary Services, Hingham
- Alternative Capitalis, LLC, Wrentham
- Anchor Capital Advisors LLC, Boston
- Andover Advisory Group, North Andover
- Aragorn LTD., Milton
- Arborstone Financial, LLC, Andover
- Arsenal Financial, LLC, Watertown
- Aureus Asset Management, LLC, Boston
- Barry Investment Advisors, LLC, New Bedford
- Base, West Newton
- Battery Global Advisors, LLC, Boston
- Beingfit Financial, Walpole
- Birch Hill Investment Advisors LLC, Boston
- Black Diamond Financial Planning, LLC, Arlington
- Bluedoor Private Wealth, LLC, Beverly
- Bon Investments, LLC, Acton
- Boston Family Advisors LLC, Boston
- Boston Family Office LLC, Boston
- Broad Brook Financial, Chelmsford
- By the Square Investments, Salem
- Cabot Wealth Management, Beverly
- Cambridge Associates Limited, LLC, Boston
- Cambridge Associates, LLC, Boston
- Cape Ann Financial, Manchester
- Carlisle Financial Group, LLC, Carlisle
- Carr Financial Group, Worcester
- Cascade Wealth LLC, Belmont
- Cedar Rock Investment Advisors, Leominster
- Charles River Wealth Management, LLC, Burlington
- Charlesbridge Advisors, Dedham
- Cherrywood Private Capital, LLC, Boston
- Cigale Financial Services LLC, Shrewsbury
- Clarity Wealth Management LLC, Montague
- Client Priority Financial Advisors LLC, Plymouth
- Commons Capital, LLC, Needham
- Compass Wealth Management, LLC, Ayer
- Concordia Wealth Management, LLC, Concord
- Cornerstone Financial Management LLC, Burlington
- Cranston Capital Management, LLC, Boston
- Crossroads Capital Management LLC, Marblehead
- Cutler Capital Management, Worcester
- CVW Financial, LLC, Plymouth
- Darrow Wealth Management, Needham
- Decker Capital Management, LLC, Duxbury
- Delphinus Financial Advisors, LLC, Mansfield
- Dhyan Capital Management, Norwell
- Diversified Financial Management, Norwell
- Dollar & Sense, Pittsfield
- Donal Fiduciaries, Sout Boston
- Duffield Financial Group, Concord
- Encore Investment Advisors, LLC, North Attleborough
- Escalator Wealth Advisors, Cambridge
- Essex Capital Management, Lynn
- Evergreen Wealth Management, Boston
- Excalibur Management Corp, Waltham
- F L Putnam Investment Management Co., Lynnfield
- Fair Weather Strategies LLC, Andover
- Faith and Family Wealth Management, Marlborough
- Fiduciary Wealth Partners, LLC, Newton Lower Falls
- Financial Foundations, Inc., Southborough
- Financial Solutions Associates, Dedham
- Financial Well-Being Advisors LLC, Wellesley
- Finarc Investments, Inc., Norwood
- Finer Wealth Management, Inc., Salem
- Flagship Wealth Advisors, LLC., Wakefield
- Freya Financial Services, Concord
- Girard Capital Management, Westborough
- Goodman Advisory Group, LLC, Needham
- Goodman Asset Management, Inc., Framingham
- Granite Wealth Management LLC, Plymouth
- Gray Private Wealth, LLC, Canton
- Great Oak Capital Partners, LLC, South Easton
- Growthfocus Wealth Management LLC, Swansea
- Harvard Square Financial Planning, Lexington
- Helm Financial Planning LLC, West Newbury
- Holistic Capital, Boston
- Houben Planning Associates Inc., Brighton
- Howland Capital Management LLC, Boston
- Icapital, LLC, Boston
- Ingeniq Capital, Bedford
- Integrated Wealth Concepts LLC, Waltham
- JSK Capital Advisors, LLC, Waltham
- Kendall Wealth LLC, Cambridge
- L. B. Eddy, Southwick
- Launch Financial Planning, Andover
- LCW Planning and Investments, LLC, Lawrence
- Lenk Ladner Investment Solutions LLC, Osterville
- Lighthouse Financial, LLC, Marblehead
- Livelife Capital Partners LLC, Southborough
- Loring, Wolcott & Coolidge Fiduciary Advisors, LLP, Boston
- Macdonald Wealth Management, LLC, Mansfield
- Main Effort Financial, Inc., Holliston
- Main Street Financial Advisory LLC, West Newbury
- Marathon Financial Group, Boston
- Mayflower Advisors, Boston
- Mccurdy & Andrew Investments, LLC, Sturbridge
- Mcvittie Financial Advisors, Auburndale
- Meeting House Capital, LLC, Concord
- Memento Financial Planning, Oak Bluffs
- Meridian Financial Advisors, LLC, Holliston
- Mok Financial Planning & Tax, Inc., Millis
- Momentum Investment Management, LLC, Holyoke
- Montis Financial, LLC, Waltham
- Monument Asset Management, LLC, Charlestown
- Monument Group Wealth Advisors, LLC, Concord
- Murray Financial Advisors LLC, Tyngsboro
- Napier Financial, Braintree
- Nefpg, Burlington
- Nestegg Financial, Middleton
- Neumeier Capital Management, Inc, Concord
- New England Private Wealth Advisors, LLC, Wellesley
- New Harbor Financial Group, LLC, Worcester
- New World Advisors LLC, Hingham
- Nubian Square Investment Advisors, LLC, Brookline
- O.f.o. Partners, LLC, Hingham
- Odinic Advisors LLC, Plympton
- Onboard Financial Management, LLC, Charlestown
- Paceline Wealth Management, LLC, Medfield
- Pamet Advisors LLC, Truro
- Park State Asset Management LLC, Beverly
- Pathways Financial Consulting LLC, Needham
- Peak Financial Management Inc, Wellesley
- Philosophe Financial, Wayland
- Pioneer Financial, Inc., South Hadley
- Plandynamic, LLC, Framingham
- Portfoliosboston, East Dennis
- Power Plans, Walpole
- Proficient Wealth Counselors, LLC, Norwood
- R.a.i. Financial Services, Inc., Lynnfield
- Radius Capital Advisors, Concord
- Radius Wealth Management, Inc., Boston
- Retirement Resources Investment Corporation, Andover
- Revolution Capital, Inc, Salem
- Reynders, Mcveigh Capital Management, LLC, Boston
- Rf&l Wealth Management, LLC, Acton
- Rheeco, Inc., Natick
- Rhotopia Financial Advisors, Milton
- Ridley Cove Financial Advisors LLC, Newton
- Rivermax Financial Planning LLC, Boston
- RMW Wealth Management, LLC, Westwood
- Roman Retirement Planning, LLC, Mashpee
- RPG Family Wealth Advisory, LLC, Burlington
- Rwa Wealth Partners, Boston
- Sagamore Wealth Management, LLC, Woburn
- Seidman Investment Portfolios, Vineyard Haven
- Sentry Financial Planning, LLC, Andover
- Sequentis Capital LLC, Boston
- Sharon Lund, Financial Planning, Inc., Needham
- Simansky Investments, LLC, Brookline
- Smarter Bear Financial Advisory, Swampscott
- Snug Harbor Capital Management, LLC, Marshfield
- Sound View Financial Advisors, Walpole
- South Coast Planning & Wealth Management, Fall River
- South Shore Capital Advisors, LLC, Boston
- South Shore Investment Services LLC, Norwell
- Stage Harbor Financial, Westwood
- Standard Planning Company, Rockport
- Statera Financial, LLC, Walpole
- Stephen P Galib CRPC, Pittsfield
- Strategic Planning Associates, Granby
- Strategic Planning Group, Inc., Wellesley
- Street Smart Financial, LLC, Lexington
- Sweetmoney, Greenfield
- Tetschner Financial Services, Ashland
- The Patriot Financial Group, LLC, Walpole
- Tomasetti Investment Group, LLC, Needham
- TQM Wealth Partners, Marblehead
- Traub Capital Management, Needham
- Trombley Wealth Management, Wilbraham
- Twin Gryphon Advisors LLC, Marshfield
- Unicorn Consulting, Ayer
- Us Advisory Group, Beverly
- Vineyard Wealth Group, LLC, Vineyard Haven
- Washington Trust Advisors, Wellesley
- Waypoint Financial Planning LLC, Milford
- Wealthy Choices (R), Westwood
- Weiss Financial Advisors, LLC, Cambridge
- West Branch Capital LLC, Amherst
- Whitman Financial Services, LLC., North Reading
- Wood Wealth Group, LLC, Charlestown
- Woodside Wealth Management, Sudbury
- Yankee Investor, LLC, New Bedford
- Zevin Asset Management, LLC, Boston
Cities in Massachusetts
- Andover 3
- Arlington 5
- Beverly 3
- Boston 23
- Braintree 10
- Burlington 3
- Cambridge 8
- Concord 5
- Danvers 3
- Dedham 4
- Duxbury 5
- East Longmeadow 3
- Framingham 4
- Gloucester 3
- Hingham 5
- Lexington 4
- Lynnfield 3
- Marion 3
- Marlborough 4
- Marshfield 3
- Medfield 4
- Medway 3
- Needham 9
- Newton 7
- North Andover 6
- Norwell 6
- Pittsfield 3
- Salem 3
- Waltham 5
- Wellesley 5
- Westborough 3
- Westford 4
- Winchester 3
- Woburn 3