Fee only financial advisors in Boston, Massachusetts: hourly and flat fee prices

47 registered advisers based in Boston offer financial planning for an hourly, fixed or subscription fee, with no commissions.

23 of the 47 fee only firms based in Boston publish dollar fees. Their median hourly rate is $318 and their median flat or project fee is $4,925. Updated October 2026.

What advisors in Boston charge, from their filed brochures
FeeMedianMiddle half of firmsFirms with a published fee
Hourly rate$318/hr$225⁠-⁠$645/hr13 firms
Flat or project fee$4,925$2,625⁠-⁠$7,65014 firms
Data as of October 2026. Each firm counts once, at the midpoint of the range it publishes. How we calculate this

Fee only advisors in Boston and their published fees

23 firms with published fees

FirmHourly rateFlat or project feeOngoing fee
Atwater Wealth Management, Inc.Not published$2,500⁠-⁠$10,000Not published
Beyond Your Hammock LLCNot published$500⁠-⁠$8,000$300⁠-⁠$2,000/mo
Bowditch Advisory Services, LP$225/hrNot publishedNot published
Brave Boat Capital AdvisorsNot published$1,000⁠-⁠$30,000Not published
Choate Investment Advisors$525⁠-⁠$1,750/hr$1,000⁠-⁠$2,500Not published
Claro Advisors Inc.Not published$500⁠-⁠$2,500Not published
First Step FinancialNo AUM fee$54⁠-⁠$180/hr$540⁠-⁠$1,800$36⁠-⁠$180/mo
Flagship Harbor Advisors, LLC$100⁠-⁠$300/hr$300⁠-⁠$15,000Not published
Great Point Wealth Advisors, LLC$250/hr$1,000⁠-⁠$50,000Not published
Keenan FinancialNot published$250⁠-⁠$5,000Not published
Levatus LLCNot publishedNot published$10,000⁠-⁠$250,000/yr
Lighthouse Capital, LLCNot publishedNot published$2,625/qtr
O'rourke & Company, Incorporated$60⁠-⁠$400/hr$500⁠-⁠$5,000Not published
Obran Capital Advisors LLC$400/hrNot published$750/qtr
Purefi Wealth, LLC$1,000/hr$1,000⁠-⁠$250,000Not published
Riverview Capital Advisers LLC$150⁠-⁠$500/hrNot publishedNot published
Single Point PartnersNo AUM feeNot publishedNot published$350/mo
Spotlight Investment LLC$200/hr$2,000⁠-⁠$8,000Not published
TFC Financial Management IncNot published$1,000⁠-⁠$10,000Not published
The Bollard Group LLC$90⁠-⁠$1,200/hrNot publishedNot published
Timbuktu Capital Management, LLC$250⁠-⁠$385/hr$1,850⁠-⁠$7,850Not published
Twin Focus Capital Partners, LLCNot publishedNot published$25,000/yr
Winthrop Wealth$250⁠-⁠$15,000/hrNot publishedNot published
Other registered firms that don't publish dollar fees (24)

Their current brochure explains how they charge, but not how much. Ask them for a fee schedule.

See all fee only advisors in Massachusetts