Fee-OnlyFinder

Advisers in Beverly, MA

8 advisers in Beverly — 8 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (5)Flat / fixed fees (7)

All advisers

Bluedoor Private Wealth, LLC50 Dunham Ridge, Suite 1250 · Beverly, MA 01915 · (781) 810-4604 · Financial planningCRD 301907 · % of assets, Hourly charges, Fixed fees · $337.3 million AUMSEC registeredNo commissions reportedCabot Wealth Management48 Dunham Ridge Rd, Suite 2000 · Beverly, MA 01915 · (978) 745-9233 · Financial planningCRD 107327 · % of assets, Hourly charges, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedEasterly Investment Partners LLC138 Conant Street, Suite 100 · Beverly, MA 01915 · (617) 231-4300 · Flat / fixed feesCRD 299607 · % of assets, Fixed fees, Performance-based fees · $2.8 billion AUMSEC registeredNo commissions reportedFamily Fiduciary Services, INC.900 Cummings Center, Suite 212-U · Beverly, MA 01915 · (978) 922-0050 · Financial planningCRD 146339 · % of assets, Fixed fees · $254.2 million AUMSEC registeredNo commissions reportedIpswich Investment Management Company, INC138 Conant Street, Suite 201 · Beverly, MA 01915 · (978) 356-6333 · Flat / fixed feesCRD 106625 · % of assets, Fixed fees · $730.2 million AUMSEC registeredNo commissions reportedPark State Asset Management LLC50 Dunham Ridge, Suite 3100 · Beverly, MA 01915 · (978) 529-2395 · Financial planningCRD 336573 · % of assets, Fixed fees, Performance-based fees · $192.4 million AUMSEC registeredNo commissions reportedTwin Lights Capital Management LLC100 Cummings Center Drive, Suite 322d · Beverly, MA 01915 · (617) 331-1078 · % of assets managedCRD 330830 · % of assets, Other · $54.9 million AUMState registeredNo commissions reportedUS Advisory Group152 Conant St., Suite 201 · Beverly, MA 01915 · (781) 246-0222 · Financial planningCRD 109291 · % of assets, Fixed fees · $65.8 million AUMState registeredNo commissions reported
Talking to advisers in Beverly? 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.