Flat / fixed fees in Boston, MA
78 advisers in Boston offering flat / fixed fees. Firms that report fixed or subscription fees (Item 5.E(3)–(4)), such as a flat annual retainer or a one-time plan.
Featured spots in Boston, MA are open. Reach people looking for a financial adviser who is paid by them, not by product sales searching in Boston, MA — flat monthly price, no per-lead fees.See pricing
All 78
Anchor Capital Advisors LLCSEC registeredNo commissions reportedAtwater Wealth Management, INC.SEC registeredNo commissions reportedAureus Asset Management, LLCSEC registeredNo commissions reportedBattery Global Advisors, LLCSEC registeredNo commissions reportedBeyond Your Hammock LLCSEC registeredNo commissions reportedBirch Hill Investment Advisors LLCSEC registeredNo commissions reportedBoston Common Asset Management, LLCSEC registeredNo commissions reportedBoston Family Advisors LLCSEC registeredNo commissions reportedBoston Family Office LLCSEC registeredNo commissions reportedBrave Boat Capital AdvisorsState registeredNo commissions reported
Cambridge Associates Limited, LLCSEC registeredNo commissions reportedCambridge Associates, LLCSEC registeredNo commissions reportedCapital Advisors Group, INCSEC registeredNo commissions reportedChoate Investment AdvisorsSEC registeredNo commissions reportedClaro Advisors INC.SEC registeredNo commissions reportedClear Brook Advisors, INC.SEC registeredNo commissions reportedColumbia Management Investment Advisers, LLCSEC registeredNo commissions reportedCongress Asset Management Company, LLPSEC registeredNo commissions reportedConvergent Capital Partners, LLCState registeredNo commissions reportedCrestwood AdvisorsSEC registeredNo commissions reportedCw Advisors, LLCSEC registeredNo commissions reportedEntrepreneurshares LLCSEC registeredNo commissions reportedEvergreen Wealth ManagementState registeredNo commissions reportedFidelity Institutional Wealth Adviser LLCSEC registeredNo commissions reportedFidelity Management & Research Company LLCSEC registeredNo commissions reportedFlagship Harbor Advisors, LLCSEC registeredNo commissions reportedGreat Point Wealth Advisors, LLCSEC registeredNo commissions reportedGw&k Investment Management, LLCSEC registeredNo commissions reportedHolistic CapitalState registeredNo commissions reportedHoopoe AdvisorsSEC registeredNo commissions reportedHowland Capital Management LLCSEC registeredNo commissions reportedIcapital, LLCSEC registeredNo commissions reportedJ.m. Forbes & CO. LLPSEC registeredNo commissions reportedJohn Hancock Personal Financial Services, LLCSEC registeredNo commissions reportedKeenan FinancialSEC registeredNo commissions reportedL.f. Howard Associates INCState registeredNo commissions reportedLevatus LLCSEC registeredNo commissions reportedLongfellow Investment Management CO. LLCSEC registeredNo commissions reportedLoring, Wolcott & Coolidge Fiduciary Advisors, LLPSEC registeredNo commissions reportedMarathon Financial GroupSEC registeredNo commissions reportedMarble Harbor Investment Counsel, LLCSEC registeredNo commissions reportedMayflower AdvisorsSEC registeredNo commissions reportedMcCarter Private Wealth Services LLCSEC registeredNo commissions reportedMinot Deblois Advisors LLCSEC registeredNo commissions reportedNathanael R. Brayton, CfaState registeredNo commissions reportedNatixis Advisors, LLCSEC registeredNo commissions reportedNepc, LLCSEC registeredNo commissions reportedNichols & Pratt Advisers LLPSEC registeredNo commissions reportedNortheast Investment Management INCSEC registeredNo commissions reportedNutter Investment AdvisorsSEC registeredNo commissions reportedO'Rourke & Company, IncorporatedSEC registeredNo commissions reportedPanos Financial Partners, LLCState registeredNo commissions reportedPartners Capital Investment Group, LLPSEC registeredNo commissions reportedPromethos Capital, LLCSEC registeredNo commissions reportedPurefi Wealth, LLCSEC registeredNo commissions reportedRadius Wealth Management, INC.SEC registeredNo commissions reportedReynders, McVeigh Capital Management, LLCSEC registeredNo commissions reportedRivermax Financial Planning LLCState registeredNo commissions reportedRiverview Capital Advisers LLCSEC registeredNo commissions reportedRwa Wealth PartnersSEC registeredNo commissions reportedScs Capital Management LLCSEC registeredNo commissions reportedSequentis Capital LLCSEC registeredNo commissions reportedSiharum Advisors, LLCSEC registeredNo commissions reportedSingle Point PartnersSEC registeredNo commissions reportedSippican Capital AdvisorsSEC registeredNo commissions reportedSouth Shore Capital Advisors, LLCSEC registeredNo commissions reportedStackwellSEC registeredNo commissions reportedStrategic Advisers LLCSEC registeredNo commissions reportedStrategic Capital Allocation Group, L.L.C.SEC registeredNo commissions reportedSvb WealthSEC registeredNo commissions reportedTfc Financial Management INCSEC registeredNo commissions reportedThe De Burlo Group, INC.SEC registeredNo commissions reportedTimbuktu Capital Management, LLCSEC registeredNo commissions reportedTrillium Asset ManagementSEC registeredNo commissions reportedTwin Focus Capital Partners, LLCSEC registeredNo commissions reportedWainwright Investment Counsel LLCSEC registeredNo commissions reportedWelch & Forbes LLCSEC registeredNo commissions reportedWinthrop WealthSEC registeredNo commissions reported