Fee-OnlyFinder

Advisers in Andover, MA

7 advisers in Andover — 7 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (6)Hourly fees (4)Retirement plan consulting (4)

All advisers

Abbot Financial Management, INC63 Park Street, Suite 202 · Andover, MA 01810 · (978) 688-9010 · Financial planningCRD 111040 · % of assets · $358.9 million AUMSEC registeredNo commissions reportedArborstone Financial, LLC10 New England Business Center Drive, Suite 109 · Andover, MA 01810 · (978) 269-6344 · Financial planningCRD 338225 · % of assets, Fixed fees · $476.0 million AUMSEC registeredNo commissions reportedCox Capital Management LLC10 New England Business Center Drive, Suite #102 · Andover, MA 01810 · (978) 475-3325 · Financial planningCRD 117593 · % of assets, Hourly charges · $361.0 million AUMSEC registeredNo commissions reportedGarch Capital LLC1 Dove Lane · Andover, MA 01810 · (978) 806-6008 · % of assets managedCRD 167080 · % of assets, Performance-based fees · $7.8 million AUMState registeredNo commissions reportedLaunch Financial Planning2 Dundee Park Drive, Suite 303-B · Andover, MA 01810 · (978) 245-2424 · Financial planningCRD 307327 · % of assets, Hourly charges · $49.8 million AUMState registeredNo commissions reportedOld School Capital LLCOne Lupine Road · Andover, MA 01810 · (978) 475-9040 · Financial planningCRD 118226 · % of assets, Hourly charges, Fixed feesState registeredNo commissions reportedRetirement Resources Investment Corporation10 New England Business Center Drive, Suite 107 · Andover, MA 01810 · (978) 536-9000 · Financial planningCRD 47723 · % of assets, Hourly charges · $2.4 billion AUMSEC registeredNo commissions reported
Talking to advisers in Andover? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.