Fee only financial advisors in Massachusetts who charge hourly or a flat fee
Jump to the 226 firms with published feesFee mediansOut-of-state firms (295)
318 fee only firms in Massachusetts offer financial planning for an hourly, flat or subscription fee. 226 of the 318 fee only firms in Massachusetts publish dollar prices for financial planning in their brochures, and the table below quotes each price.
Among firms in Massachusetts with a current fee (brochure under 18 months old, not just a cap or minimum), the median hourly rate is $300 (middle half $250-$375, 132 firms) and the median flat or project fee is $5,375 (middle half $3,000-$7,500, 106 firms). Updated November 2026.
Cities in Massachusetts
The 12 cities with the most planners that publish prices.
- Boston 16 with prices
- Needham 8 with prices
- Cambridge 7 with prices
- Arlington 6 with prices
- Newton 6 with prices
- Hingham 5 with prices
- Norwell 5 with prices
- Braintree 4 with prices
- Burlington 4 with prices
- Concord 4 with prices
- North Andover 4 with prices
- Andover 3 with prices
All 23 cities in Massachusetts, A to Z
- Andover 3 with prices
- Arlington 6 with prices
- Beverly 3 with prices
- Boston 16 with prices
- Braintree 4 with prices
- Burlington 4 with prices
- Cambridge 7 with prices
- Concord 4 with prices
- Dedham 3 with prices
- Framingham 3 with prices
- Hingham 5 with prices
- Marlborough 3 with prices
- Marshfield 3 with prices
- Medfield 3 with prices
- Needham 8 with prices
- Newton 6 with prices
- North Andover 4 with prices
- Norwell 5 with prices
- Pittsfield 3 with prices
- Plymouth 3 with prices
- Salem 3 with prices
- Waltham 3 with prices
- Westford 3 with prices
Fee only advisors in Massachusetts and their published fees
226 firms with published feesPlus 92 that don't publish fees, listed below
Fee filters apply to firms with published fees, so the list below doesn't change with them.
Massachusetts medians: $300/hr, $5,375 flat, $500/mo for monthly fees. Ranges are placed by their middle. Near median means within 10%.
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|---|---|---|
| 1620 Investment Advisors, Inc.Plymouth | $75- | Not published | % of assets |
| Access Financial Planning, LLCNewburyport | Not published | Not published | No monthly fee$6,000- |
| Act 2 PlanningWinchesterNo AUM feeCFP® | Not published | $100- | Not published |
| Adaptive Financial Solutions IncWabanNo AUM fee | Not published | $7,000 above the Massachusetts median | $583/mo above the Massachusetts median for monthly fees$1,750/qtr ($583/mo)$7,000/yr above the Massachusetts median for monthly fees |
| Aequitas Investment Advisors, LLCHinghamCFP® | $175- | Not published | % of assets |
| Andante FinancialBurlingtonCFP® | Not published | Not published | $125- |
| AndersonLaneNeedhamCFP® | Not published | $4,000- | % of assets |
| Arlington Investment AdvisorsArlington | $195- | Not published | % of assets |
| Ascend FinancialScituateVirtual meetingsCFP® | Not published | $1,200- | $300- |
| Assist FPMarlboroughCFP® | $300/hr near the Massachusetts median | $500- | $149- |
| Atwater Wealth Management, Inc.BostonVirtual meetings | Up to $500/hr | $2,500- | % of assets |
| Augeo Wealth ManagementWestwood | Not published | $1,500- | % of assets |
| Autumn Lane Advisory LLCNorwell | $250- | $2,500- | % of assets |
| AVK PartnersConcordVirtual meetings | Not published | Up to $25,000 | % of assets |
| Balanced Rock Investment AdvisorsRoslindale | $250/hr below the Massachusetts median | Not published | % of assets |
| Beacon Financial Planning, IncHyannisCFP® | Not published | Not published | No monthly fee$5,000/yr |
| BeingFIT FinancialWalpole | $250/hr below the Massachusetts median | $1,500- | No monthly fee$4,000- |
| Beyond Your Hammock LLCBostonVirtual meetings | Not published | $500- | $300- |
| Black Diamond Financial Planning, LLCArlingtonNo AUM fee | $220/hr below the Massachusetts median | Not published | Not published |
| Bluebird Wealth Management LLCMedfieldCFP® | $250- | Up to $10,000 | % of assets |
| Boston Investment Trust Management, Inc.Bridgewater | $100- | Not published | % of assets |
| Bowditch Advisory Services, LPBoston | $225/hr below the Massachusetts median | Not published | % of assets |
| Brave Boat Capital AdvisorsBoston | Not published | $1,000- | % of assets |
| Breakwater Financial, LLCNeedham | $400/hr above the Massachusetts median | Not published | $300- |
| Cambridge Cape Cod Advisors, LLCSandwich | Not published | $1,500 below the Massachusetts median | No monthly fee$5,000- |
| Canby Financial AdvisorsFramingham | Up to $500/hr | Up to $10,000 | No monthly fee$2,500- |
| Cape Ann Capital, Inc.ConcordCFP® | Not published | Not published | No monthly fee$3,000/yr |
| Carl P. Sherr & Co., LLCWorcester | $300/hr near the Massachusetts median | Not published | No monthly feeFrom $5,000/yr |
| Cascade Wealth LLCBelmont | $300/hr near the Massachusetts median | Not published | % of assets |
| Cascade Wealth Management Solutions Inc.Pittsfield | $300/hr near the Massachusetts median | Not published | % of assets |
| Centerpoint Advisors, LLCNeedham | $350- | $3,500- | % of assets |
| Choate Investment AdvisorsBoston | Not published | $1,000- | % of assets |
| Christopher Investment AdvisorsBeverly | $150/hr below the Massachusetts median | Not published | % of assets |
| Clear View Wealth Advisors, LLCAmesburyCFP® | $100- | From $300 | $1,100- |
| Clearvue Advisors LLCMilton | $350/hr above the Massachusetts median | $5,000- | $417- |
| Colman Knight Advisory Group, LLCActonNo AUM fee | $400/hr above the Massachusetts median | $10,000- | Not published |
| Constant Guidance Financial, LLCNorth AttleboroCFP® | $100- | Not published | % of assets |
| Copper Beech Wealth ManagementMansfieldCFP® | Not published | $5,000- | % of assets |
| Cornerstone Financial Management LLCBurlington | Up to $400/hr | Up to $10,000 | % of assets |
| Cottage Street AdvisorsMarion | $250- | $2,500- | % of assets |
| Cox Capital Management LLCAndoverCFP® | $150- | Not published | % of assets |
| Curious Crow Financial PlanningRevereNo AUM feeCFP® | $250/hr below the Massachusetts median | $5,000- | $250- |
| Curtin Financial Services, Inc.BurlingtonNo AUM fee2018 brochure | Not published | Not published | No monthly fee$500- |
| Cutler Capital ManagementWorcester | Not published | $2,500- | % of assets |
| Demers Financial PlanningNorth AndoverCFP® | Not published | Not published | No monthly feeFrom $10,000/yr |
| Dhyan Capital ManagementNorwell | Up to $400/hr | Not published | % of assets |
| Diversified Financial ManagementNorwell | $350/hr above the Massachusetts median | Not published | % of assets |
| DJG Financial Services, Inc.East Weymouth | $350/hr above the Massachusetts median | Not published | % of assets |
| Dope CFO Wealth ManagementMarshfieldNo AUM fee | $250/hr below the Massachusetts median | Not published | No monthly fee$3,000- |
| Douglas A. McClennen IAHarwichNo AUM fee2019 brochure | $75/hr | Not published | Not published |
176 more firms with published fees
- Dreamfield Planning Group, LLC · Braintree · $375/hr · $8,500/yr
- East Horizon Investments · Cambridge · $300-$400/hr
- East River Capital Management LLC · Pittsfield · $100-$500/hr
- Ebersole Financial LLC · Wellesley Hills · $3,000/yr
- Emma Research LLC · Newton · $200/hr
- Encore Investment Advisors, LLC · North Attleborough · Up to $20,000/yr
- Essex Capital Management · Lynn · $375/hr
- Evergreen Wealth Management · Boston · $900/mo
- Exchange Place Advisors, LLC · Sudbury · $250/hr · $1,000-$5,000 flat
- FABCO Investment Advisors, LLC · Newton Upper Falls · $150/hr
- Fair Weather Strategies LLC · Andover · $300/hr · $1,000-$5,000 flat
- Family Fiduciary Services, Inc. · Beverly · $2,500-$5,000 flat
- Fee-Only Financial Planning · Hadley · $100/hr · $100-$500 flat
- Fichter & Co. Investors · Duxbury · $180-$240/hr · 2024 brochure
- Financial Solutions Associates · Dedham · $300/hr
- FinArc Investments, Inc. · Norwood · $300/hr
- First Step Financial · Boston · $540-$1,800 flat · $36-$180/mo
- Fisher Financial Strategies · Cambridge · Up to $420/hr · $3,200-$6,300 flat
- Forsman Financial Services · Rochdale · $3,000-$7,500 flat · $625-$1,875/qtr
- Foster Strategic Wealth Partners, LLC · Rehoboth · $300/hr · $500-$10,000 flat
- Fourth Quarter Retirement Strategies, LLC · Hopkinton · $500-$10,000 flat · $200/mo
- Fox Hill Wealth Management · Dedham · $500-$7,500 flat
- Full Life Financial Planning · Pembroke · Up to $225/hr · $500-$5,000 flat · $500-$5,000/qtr
- Gardiner Financial, Inc. · Wellesley · $200/hr · $75/mo
- Generous Wealth Management · Marshfield · $250/hr · $3,000-$10,000/yr
- Girard Capital Management · Westborough · Up to $10,000 flat
- Gorman Financial Management · Norwell · From $6,000/yr
- Granite Wealth Management LLC · Plymouth · $350-$500/hr · $1,000-$15,000 flat
- Gray Private Wealth, LLC · Canton · $250-$600/hr · From $5,000 flat
- Great Point Wealth Advisors, LLC · Boston · $250/hr · $1,000-$50,000 flat
- Greenway Financial Advisors LLC · Burlington · $275-$500/hr · $4,000-$25,000 flat · $450/mo · $5,000-$50,000/yr
- Gregory M Doherty, CPA · Dedham · $250/hr · 2025 brochure
- GrowthFocus Wealth Management LLC · Swansea · $250-$3,000 flat
- GSI Financials · Eastham · Up to $250/hr · Up to $3,500 flat · $7,800-$9,000/yr · 2025 brochure
- Hark Financial Planning · Stoneham · $350/hr · $3,000-$10,000 flat
- Hathaway Advisory · Arlington · $4,000-$50,000/yr
- Hawk Capital Management LLC · Millbury · $1,000-$10,000 flat
- Hawthorne Wellman Financial Planning, LLC · Tyngsboro · $250/hr · $3,000-$12,000 flat
- Helm Financial Planning LLC · West Newbury · $250/hr
- Holistic Financial Planning LLC · Westminster · $200/hr · 2024 brochure
- Holistic View Financial, LLC · Jamaica Plain · $350/hr · $6,000-$12,000 flat
- Holmes Investment Management, Inc. · Brockton · $2,000 flat
- Hoyt Wealth Management · Westford · Up to $250/hr · $4,800-$9,600 flat · $300-$1,000/mo · $900-$3,000/qtr
- Impact Advisors Group · Duxbury · $400/hr · $400-$5,000 flat · $300-$2,000/mo · $10,000/yr
- Infinite Summer Financial Planning · Needham · $225/hr · $1,500-$7,500 flat · $100-$500/mo
- Ingeniq Capital · Bedford · $350/hr · $3,800-$8,000 flat · $300-$1,000/mo
- Insight Financial Strategists · Newton · $300-$600/hr · From $5,500 flat
- Investor Resources Inc · Charlestown · $150/hr · $500-$15,000 flat
- J.R. Prunier Capital Management LLC · Holden · $1,800-$20,000 flat
- JMD Financial Planning Inc. · Somerset · $200/hr
- Joseph Fodera · Lynnfield · $150/hr · 2019 brochure
- JSK Capital Advisors, LLC · Waltham · Up to $325/hr
- Just Wealth LLC · Pittsfield · Up to $480/hr
- Kastel Capital Advisors, LLC · Wellesley · $325/hr
- Katapult Financial Planning LLC · Woburn · $350/hr · $4,000-$10,000 flat · $175-$500/mo
- Kearney-Burch Financial Services, Inc. · Bolton · $250/hr
- Keystone Capital Advisors LLC · Auburn · $500-$2,500 flat
- KJH Financial Services · Needham · $225/hr · Up to $10,000/yr · 2023 brochure
- KSQ Financial Services LLC · Halifax · $250/hr
- Larchmont Wealth Advisors · Lunenburg · $175/hr
- Laurence Financial Planning LLC · Danvers · $175/hr
- Lavoie Wealth Advisors LLC · Cambridge · $7,500-$20,000 flat
- LCW Planning and Investments, LLC · Lawrence · $2,500-$10,000 flat
- Lechner Associates · North Attleboro · $250/hr · $300/mo
- Leverage Financial Advisory · Wilmington · $300/hr
- Levin Financial Planning · Wayland · $350/hr
- Linnard Financial Management & Planning, Inc. · Boxborough · $250/hr
- Little House Capital, LLC · Braintree · $400/hr · $1,000-$5,000 flat · Up to $10,000/yr
- Lyon Financial Planning, LLC · Waltham · $550/hr · $12,000 flat
- MacDonald Wealth Management, LLC · Mansfield · $300/hr · $2,000-$10,000 flat
- Main Effort Financial, Inc. · Holliston · Up to $300/hr
- Mannion Money Advisory · Marlborough · $100/hr
- McNamara Financial Services, Inc. · Marshfield · $500/hr · From $2,500 flat
- Meenes Wealth Partners · Shrewsbury · $6,000-$15,000 flat · $10,000-$35,000/yr
- Memento Financial Planning · Oak Bluffs · $350/hr · $3,000-$12,000 flat · $1,500-$3,000/qtr
- Meridian Financial Advisors, LLC · Holliston · $4,000-$10,000 flat
- MG Financial LLC · Braintree · $85-$850/hr
- Mission Park Capital, LLC · Waltham · $250/hr · $6,000 flat
- MOK Financial Planning & Tax, Inc. · Millis · $250/hr · $175-$500/yr
- Montanari Financial Advisors Inc. · Norwell · $200/hr · $2,500 flat
- Monument Group Wealth Advisors, LLC · Concord · $250-$500/hr · $2,000-$30,000 flat
- Moore Financial Advisors, Ltd. · Belmont · $350/hr · $3,500-$6,000 flat
- Morton Financial Advice LLC · Harvard · $360-$600/hr · $2,400-$7,500 flat · $8,400/yr
- Nashoba Valley Wealth Management · Stow · $500/hr · $100-$250/mo
- Needham Advisory Corporation · North Andover · $250/hr
- Neiman & Associates Financial Services, LLC · Arlington · $375/hr · $5,000-$50,000/yr
- Nestegg Financial · Middleton · $100-$1,000/yr · 2019 brochure
- New Shore Financial LLC · Wrentham · $6,000-$10,000 flat
- Nexten FP · Hingham · Up to $10,000 flat
- North Shore Wealth Management · Westford · $1,000-$3,000 flat
- NorthPointe Financial Advisors LLC · Milton · $500-$2,500 flat · $165-$300/mo
- O.F.O. Partners, LLC · Hingham · Up to $25,000 flat
- Obran Capital Advisors LLC · Boston · $400/hr · Up to $20,000 flat
- Old School Capital LLC · Andover · $100-$350/hr · $2,500-$50,000 flat
- One Financial Design, LLC · Hingham · $350/hr · $400-$5,000 flat · $500-$5,000/mo · $2,000-$14,000/yr
- Osher Capital Advisors, LLC · Great Barrington · From $200/mo
- Oxford Martin, LLC · Wakefield · $200-$3,000 flat
- Paceline Wealth Management, LLC · Medfield · Up to $500/hr · $5,000-$20,000 flat
- Paragon Financial Advisors · Newton · $400/hr · $4,000-$30,000/yr
- Pathways Financial Consulting LLC · Needham · Up to $10,000 flat · Up to $800/mo
- Peabody River Asset Management, LLC · Cambridge · $400/hr · From $1,000/yr
- Peddock Capital Advisors, LLC · Braintree · $150-$500/hr
- Pennyfarthing Investment Management, L.L.C. · Amherst · Up to $150/hr
- Perennial Advisors Group, LLC · Westford · $5,000 flat
- Philip J. Sagan Financial Consulting, Inc. · Newton · $425/hr
- Pier 42 Advisors · South Dennis · $350/hr · $2,500-$25,000 flat
- Pinney & Scofield, Inc. · Cambridge · $250-$500/hr
- Pizarro Advisors · Taunton · $99/mo
- Plain Talk Financial Planning, LLC · Amesbury · $250/hr · $500-$10,000 flat · $250-$10,000/qtr
- Plan for It Financial, LLC · Salem · $350/hr · $3,500-$7,500 flat · $400-$700/mo
- PlanDynamic, LLC · Framingham · Up to $250/hr · $100-$150/mo
- PNL Investments · Dover · $2,500-$10,000 flat
- PortfoliosBoston · East Dennis · $150/hr
- Powwow, LLC · North Andover · $360/hr · $240/mo
- ProsperiTea Planning · Greenfield · $359/hr · From $7,500/yr
- Quabbin Advisors · Amherst · $175/hr · $1,200-$3,000 flat
- Queenvest · Beverly · $500-$25,000 flat · $450-$1,050/mo
- R3i LLC · Boston · $100-$500/hr · $1,000-$10,000 flat
- Radius Capital Advisors · Concord · $2,000-$5,000 flat
- Real World Financial Planning, LLC · Chestnut Hill · $375/hr · $2,500-$3,500 flat
- Red Clover Wealth Management, LLC · Salem · $500/hr · $500/mo
- Renaissance Wealth Advisors, LLC · Newton · $1,500-$20,000/yr
- Rising Tides Financial, LLC · Needham · $500-$750/hr · $24,000-$60,000/yr
- Riverview Capital Advisers LLC · Boston · $150-$500/hr
- Robert Ralph Abraham Jr · Salem · $400-$3,000 flat
- RootsOn Capital LLC · North Andover · $1,000-$10,000 flat
- Sage Wealth Advisors LLC · Marion · $200/hr · $2,500-$5,000 flat
- Sandy Cove Advisors, LLC · Hingham · $100-$500/hr
- Sechrest Financial Services · Acton · $12,000-$20,000/yr
- Sheltered Garden Financial Group LLC · Boxborough · $1,000-$50,000 flat
- Shilla Advisory LLC · Marlborough · $5,000-$20,000 flat
- Signal Ridge Capital Partners, LLC · Framingham · $350/hr · $1,000-$15,000 flat
- Simansky Investments, LLC · Brookline · Up to $250/hr
- Single Point Partners · Boston · $350/mo
- Slate Peak Financial Services, LLC · Medfield · $200/hr
- Solutions for Divorce · Gloucester · $350/hr
- Sound View Financial Advisors · Walpole · $350/hr · $5,000-$10,000/yr
- South Coast Planning & Wealth Management · Fall River · $1,000-$10,000 flat · Up to $10,000/yr
- Spotlight Investment LLC · Boston · $2,000-$8,000 flat
- Stardust Wealth Strategies · Arlington · $500/hr · $2,000-$20,000 flat · $10,000-$100,000/yr
- Stein Financial Advisory · Brookline · $250/hr
- Still River Financial Planning · Ayer · $250/hr · $3,000-$6,000 flat · $3,600-$10,200/yr
- Successful Money Strategies Inc · Fall River · $1,500-$5,000 flat
- Sustainable Investment Partners LLC · Lexington · $500/hr · $2,000-$10,000 flat
- SW Private Wealth, LLC · Needham · $350/hr
- Tableaux Wealth · Great Barrington · $300/hr · $1,000-$10,000 flat
- Takayoshi Wealth Management LLC · Newton · $5,000 flat · $3,500/yr
- TechGen Financial · Sharon · $250-$400/hr · $5,000-$30,000/yr
- TFC Financial Management Inc · Boston · $1,000-$10,000 flat
- The Family Financial Group · Newton Centre · $475/hr
- The Montgomery Financial Group, Inc. · Orleans · $200/hr · $650-$2,500 flat · 2025 brochure
- Theory Planning Partners · Marblehead · $1,500/mo
- Think Ahead Financial Planning · Groton · $250/hr · $1,000-$5,000 flat · $1,000-$3,000/qtr
- Tiedemann & Associates Investment Advisors, Inc. · Weston · $300/hr
- Timbuktu Capital Management, LLC · Boston · $250-$385/hr · $1,850-$7,850 flat
- Titanium Advisors, LLC · Franklin · $300/hr · $3,000-$5,000 flat · $2,500-$7,500/qtr
- Toole Financial · Longmeadow · $250/hr · $150/mo
- True North Wealth Advisors · Boston · Up to $500/hr · Up to $6,000 flat
- TrueNorth Financial Planning · Northborough · $249/hr · Up to $5,000/yr
- Tyler Street Capital · Plymouth · $250-$375/hr · $5,000-$15,000 flat
- Vineyard Wealth Group, LLC · Vineyard Haven · $1,000-$8,000 flat
- Vista Way Advisors · Charlestown · $200-$300/hr · $750-$950 flat
- Vital Wealth Strategy, LLC · Princeton · $350-$750/hr · $7,500-$50,000 flat · $18,000-$30,000/yr
- Von Blucher Capital LLC · Arlington · $1,000-$5,000 flat
- Walk You To Wealth · Dover · $500/mo
- Waypoint Financial Planning LLC · Milford · $300/hr
- Wealthmind Financial Planning · Cambridge · $425/hr
- Weiss Financial Advisors, LLC · Cambridge · $250/hr · $750-$2,500 flat
- Wellfin360 · Lynnfield · $200/hr · $1,500-$3,000 flat · $120-$400/mo
- Wernau Asset Management · Gloucester · $300/hr
- Williams Wealth Management · Hopkinton · $49-$419/mo
- Willow Partner Advisors, LLC · Prides Crossing · $5,000 flat
- Wilson Capital, LLC · Swampscott · $200/hr
- Wingate Wealth Advisors, Inc. · Lexington · $3,500-$10,000 flat
- Yankee Investor, LLC · New Bedford · $250/hr
- Yellow Dog Financial, Inc. · Bolton · $250/hr · $2,700 flat · $100-$800/mo
Other registered firms that don't publish dollar fees (92)
We found no dollar amount for their planning fees in a brochure. Ask them for a fee schedule.
- Advanced Portfolio Design, LLC, Westford
- Alternative Capitalis, LLC, Wrentham
- AMA Office Solutions LLC, Needham
- Anchor Capital Advisors LLC, Boston
- Aragorn Ltd., Milton
- Aureus Asset Management, LLC, Boston
- Ballentine Partners, Waltham
- Barry Investment Advisors, LLC, New Bedford
- Battery Global Advisors, LLC, Boston
- Beck Bode LLC, Dedham
- Birch Hill Investment Advisors LLC, Boston
- Bluedoor Private Wealth, LLC, Beverly
- Bon Investments, LLC, Acton
- Boston Family Advisors LLC, Boston
- Boston Family Office LLC, Boston
- Boston Research and Management, Inc., Manchester
- Broad Brook Financial, Chelmsford
- By the Square Investments, Salem
- Cabot Wealth Management, Beverly
- Cambridge Associates Limited, LLC, Boston
- Cambridge Associates, LLC, Boston
- Carlisle Financial Group, LLC, Carlisle
- Cedar Rock Investment Advisors, Leominster
- Charlesbridge Advisors, Dedham
- Cherrywood Private Capital, LLC, Boston
- Cigale Financial Services LLC, Shrewsbury
- Clarity Wealth Management LLC, Montague
- Client Priority Financial Advisors LLC, Plymouth
- Compass Wealth Management, LLC, Ayer
- Concordia Wealth Management, LLC, Concord
- Cranston Capital Management, LLC, Boston
- Crossroads Capital Management LLC, Marblehead
- CVW Financial, LLC, Plymouth
- Darrow Wealth Management, Needham
- Delphinus Financial Advisors, LLC, Mansfield
- Dollar & Sense, Pittsfield
- Donal Fiduciaries, Sout Boston
- Escalator Wealth Advisors, Cambridge
- Faith and Family Wealth Management, Marlborough
- Fiduciary Wealth Partners, LLC, Newton Lower Falls
- Financial Well-Being Advisors LLC, Wellesley
- Florek Financial, LLC, Duxbury
- Freya Financial Services, Concord
- Goodman Asset Management, Inc., Framingham
- Harvard Square Financial Planning, Lexington
- Holistic Capital, Boston
- Howland Capital Management LLC, Boston
- iCapital, LLC, Boston
- Kendall Wealth LLC, Cambridge
- L. B. Eddy, Southwick
- Launch Financial Planning, Andover
- Lenk Ladner Investment Solutions LLC, Osterville
- Levatus LLC, Boston
- Loring, Wolcott & Coolidge Fiduciary Advisors, LLP, Boston
- Main Street Financial Advisory LLC, West Newbury
- May Hill Capital, LLC, Cohasset
- McCurdy & Andrew Investments, LLC, Sturbridge
- Meeting House Capital, LLC, Concord
- Momentum Investment Management, LLC, Holyoke
- Montis Financial, LLC, Waltham
- Monument Asset Management, LLC, Charlestown
- Murray Financial Advisors LLC, Tyngsboro
- Neumeier Capital Management, Inc, Concord
- Pamet Advisors LLC, Truro
- Park State Asset Management LLC, Beverly
- Philosophe Financial, Wayland
- Power Plans, Walpole
- R.A.I. Financial Services, Inc., Lynnfield
- Red Kennedy Financial, Littleton
- Retirement Resources Investment Corporation, Andover
- Revolution Capital, Inc, Salem
- Reynders, McVeigh Capital Management, LLC, Boston
- RF&L Wealth Management, LLC, Acton
- Ridley Cove Financial Advisors LLC, Newton
- Rivermax Financial Planning LLC, Boston
- RWA Wealth Partners, Boston
- Sentry Financial Planning, LLC, Andover
- Sharon Lund, Financial Planning, Inc., Needham
- Snug Harbor Capital Management, LLC, Marshfield
- South Shore Capital Advisors, LLC, Boston
- Stephen P Galib CRPC, Pittsfield
- Strategic Planning Group, Inc., Wellesley
- Street Smart Financial, LLC, Lexington
- SweetMoney, Greenfield
- The Bollard Group LLC, Boston
- Thrive Investments, LLC, Wellesley
- Traub Capital Management, Needham
- Twin Focus Capital Partners, LLC, Boston
- Washington Trust Advisors, Wellesley
- West Branch Capital LLC, Amherst
- Woodside Wealth Management, Sudbury
- Zevin Asset Management, LLC, Boston
Firms based in other states that are registered in Massachusetts (295)
Showing the 22 of these 295 firms whose brochures mention virtual meetings. See all 295 firms.
These firms are based in another state and are registered in Massachusetts. The list isn't complete: a firm with five or fewer clients in Massachusetts doesn't have to file there. Being registered here doesn't mean a firm offers virtual meetings.
22 firms with published fees
| Firm | Hourly rate | Flat or project fee | Ongoing fee |
|---|
22 firms with published fees
- Alvarez & Associates Financial · Central Falls, RI · $200/hr · $750-$1,500 flat
- Brownson, Rehmus & Foxworth, Inc. · Chicago, IL · $150-$500/hr
- BSW Wealth Partners · Boulder, CO · $7,500-$25,000/yr
- Bulldog Financial Planning LLC · Cumberland, RI · $300/hr
- Coastal Financial Planning, Inc. · Lincoln, RI · $150/hr
- Convey Wealth LLC · Burbank, CA · $500/hr · $6,000-$100,000 flat · $500/mo
- Digital Asset Investment Management · Palm Beach Gardens, FL · $150-$1,000/hr · Up to $5,000 flat
- Elm Wealth · Philadelphia, PA · $5,000 flat
- Equita Financial Network, Inc. · Fort Washington, PA · Up to $500/hr · Up to $10,000 flat · Up to $7,500/qtr
- Ferguson-Johnson Wealth Management, Inc. · Rockville, MD · $400/hr
- FPL Capital Management, LLC · Metairie, LA · $250/hr · $5,000-$15,000/yr
- Painted Porch Advisors LLC · Santa Barbara, CA · $7,500/yr
- Petredis Investment Advisors · Warrendale, PA · $250-$750/hr
- Reverie Wealth · Rochester, NH · $350/hr · $500-$20,000 flat · $1,800-$40,000/yr
- Ridgewood Investments · Springfield, NJ · $450-$1,000/hr
- Rooted Planning Group · Corning, NY · From $6,000/yr
- Rothman Investment Management, LLC · Atascadero, CA · $400/hr · $5,000/yr
- Sensible Money, LLC · Scottsdale, AZ · $200-$500/hr · $1,200-$20,000 flat
- Steward Inc. · Washington, DC · $5,000/yr
- The Financial Grove LLC · Baltimore, MD · $250/hr · $1,000-$10,000 flat · $100-$600/mo
- Valor Wealth Partners · Washington, DC · $450/hr · $2,500-$7,000 flat · $50-$1,000/mo
- Zenith Wealth Partners · Philadelphia, PA · $2,000-$10,000 flat · $1,000/mo
Key findings from the filings
- The median hourly rate in Massachusetts, $300 from 132 firms, is tied for the 3rd highest of the 44 states where at least 10 firms publish a current hourly rate; the median in the rest of the US is $293.
- The median flat or project fee in Massachusetts, $5,375 from 106 firms, is the 10th highest of the 38 states where at least 10 firms publish a current flat or project fee; the median in the rest of the US is $4,800.
- Of the 226 Massachusetts firms that publish fees, 69% publish an hourly rate, 54% a flat or project fee, and 19% a monthly or quarterly fee; across the US the shares are 73%, 55%, and 21%.
- 40 of the 226 Massachusetts firms that publish fees (18%) charge no fee based on a percentage of assets, compared with 14% across the US.
| Fee | Median | Middle half of firms | Firms counted |
|---|---|---|---|
| Hourly rate | $300/hr | $250- | 132 firms |
| Flat or project fee | $5,375 | $3,000- | 106 firms |
| Subscription (per month) | $500/mo | $240- | 42 firms |
| Annual fee | $10,000/yr | $6,900- | 29 firms |
How Massachusetts compares with other states is in the Financial Planner Fees Report 2026. Paying a percentage of assets? The fee calculator compares 1% with a flat fee over the years.