Fee-OnlyFinder

Hourly fees in Boston, MA

37 advisers in Boston offering hourly fees. Firms that report charging hourly fees (Item 5.E(2)) — useful if you want advice without handing over your assets.

All 37

Anchor Capital Advisors LLCTwo International Place, Suite 2110 · Boston, MA 02110 · (617) 338-3800 · Financial planningCRD 105540 · % of assets, Hourly charges, Fixed fees · $2.4 billion AUMSEC registeredNo commissions reportedAtwater Wealth Management, INC.176 Federal Street, 5th Floor · Boston, MA 02110 · (617) 723-1439 · Financial planningCRD 172749 · % of assets, Hourly charges, Fixed fees · $248.2 million AUMSEC registeredNo commissions reportedBirch Hill Investment Advisors LLCOne International Place, Suite 770 · Boston, MA 02110 · (617) 502-8300 · Financial planningCRD 143750 · % of assets, Hourly charges, Fixed fees · $2.9 billion AUMSEC registeredNo commissions reportedBoston Family Office LLC20 Custom House Street, Suite 700 · Boston, MA 02110 · (617) 624-0800 · Financial planningCRD 107141 · % of assets, Hourly charges, Fixed fees · $2.0 billion AUMSEC registeredNo commissions reportedBrave Boat Capital Advisors71 Commercial Street, Suite 52 · Boston, MA 02109 · (617) 536-3141 · Financial planningCRD 275029 · % of assets, Hourly charges, Fixed fees · $47.0 million AUMState registeredNo commissions reportedCambridge Associates, LLC115 Federal Street · Boston, MA 02110 · (617) 457-7500 · Financial planningCRD 104942 · % of assets, Hourly charges, Subscription fees · $326.7 billion AUMSEC registeredNo commissions reportedChoate Investment AdvisorsTwo International Place, Suite 3000 · Boston, MA 02110 · (617) 973-4900 · Financial planningCRD 106109 · % of assets, Hourly charges, Fixed fees · $10.0 billion AUMSEC registeredNo commissions reportedClaro Advisors INC.100 High Street, Suite 950 · Boston, MA 02110 · (800) 604-2838 · Financial planningCRD 160294 · % of assets, Hourly charges, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedConvergent Capital Partners, LLC75 State Street, Suite 100 Pmb 4423 · Boston, MA 02109 · (617) 418-1900 · Hourly feesCRD 158100 · % of assets, Hourly charges, Fixed fees · $17.1 million AUMState registeredNo commissions reportedCw Advisors, LLC155 Seaport Blvd, 3rd Floor · Boston, MA 02210 · (617) 428-7600 · Financial planningCRD 310873 · % of assets, Hourly charges, Fixed fees · $15.2 billion AUMSEC registeredNo commissions reported
Entrepreneurshares LLC175 Federal Street, Suite 875 · Boston, MA 02110 · (617) 279-0045 · Hourly feesCRD 153615 · % of assets, Hourly charges, Fixed fees · $50.4 million AUMSEC registeredNo commissions reportedFlagship Harbor Advisors, LLC346 Commercial Street · Boston, MA 02109 · (857) 350-4229 · Financial planningCRD 155733 · % of assets, Hourly charges, Fixed fees · $3.4 billion AUMSEC registeredNo commissions reportedGreat Point Wealth Advisors, LLCOne International Place, Suite 4520 · Boston, MA 02110 · (617) 585-0050 · Financial planningCRD 147082 · % of assets, Hourly charges, Fixed fees · $725.8 million AUMSEC registeredNo commissions reportedHeritage House Asset Management50 Congress Street, Suite 700 · Boston, MA 02109 · (617) 482-8877 · Hourly feesCRD 125868 · % of assets, Hourly charges · $72.9 million AUMState registeredNo commissions reportedHolistic Capital68 Harrison Ave, Ste 605 Pmb · Boston, MA 02111 · (954) 459-1724 · Financial planningCRD 332028 · % of assets, Hourly charges, Subscription feesState registeredNo commissions reportedHoopoe Advisors603 Massachusetts Avenue, Suite 200 · Boston, MA 02118 · (617) 708-0639 · Financial planningCRD 282573 · % of assets, Hourly charges, Fixed fees · $610.0 million AUMSEC registeredNo commissions reportedHowland Capital Management LLC75 Federal St, Ste 1100 · Boston, MA 02110 · (617) 357-9110 · Financial planningCRD 104726 · % of assets, Hourly charges, Fixed fees · $3.7 billion AUMSEC registeredNo commissions reportedJohn Hancock Personal Financial Services, LLC200 Berkeley Street · Boston, MA 02116 · (617) 572-0109 · Financial planningCRD 174433 · % of assets, Hourly charges, Fixed fees · $2.2 billion AUMSEC registeredNo commissions reportedL.f. Howard Associates INC31 Saint James Ave. Suite 760 · Boston, MA 02116 · (617) 292-2700 · Hourly feesCRD 109096 · % of assets, Hourly charges, Fixed fees · $96.9 million AUMState registeredNo commissions reportedLighthouse Capital, LLC90 Canal Street, Suite 442 · Boston, MA 02114 · (617) 980-1183 · Financial planningCRD 147497 · % of assets, Hourly charges · $44.5 million AUMState registeredNo commissions reportedNepc, LLC225 Franklin Street, 29th Floor · Boston, MA 02110 · (617) 374-1300 · Hourly feesCRD 110562 · % of assets, Hourly charges, Fixed fees · $152.7 billion AUMSEC registeredNo commissions reportedNichols & Pratt Advisers LLP10 Post Office Square, Suite N500 · Boston, MA 02109 · (617) 523-6800 · Hourly feesCRD 107113 · % of assets, Hourly charges, Fixed fees · $2.4 billion AUMSEC registeredNo commissions reportedO'Rourke & Company, Incorporated84 State Street, Suite 840 · Boston, MA 02109 · (617) 482-4200 · Financial planningCRD 132481 · % of assets, Hourly charges, Fixed fees · $555.1 million AUMSEC registeredNo commissions reportedPurefi Wealth, LLC10 Post Office Square, Suite 710 · Boston, MA 02109 · (617) 488-9320 · Financial planningCRD 328459 · % of assets, Hourly charges, Fixed fees · $326.4 million AUMSEC registeredNo commissions reportedRadius Wealth Management, INC.1 Mariana Park Drive, Suite 1484 · Boston, MA 02210 · (617) 765-2200 · Financial planningCRD 168159 · % of assets, Hourly charges, Fixed fees · $158.7 million AUMSEC registeredNo commissions reportedRivermax Financial Planning LLC24 School Street, 2nd Floor · Boston, MA 02108 · (781) 534-0986 · Financial planningCRD 340438 · % of assets, Hourly charges, Fixed feesState registeredNo commissions reportedRiverview Capital Advisers LLC265 Franklin Street, Suite 403 · Boston, MA 02110 · (617) 423-0080 · Financial planningCRD 140377 · % of assets, Hourly charges, Fixed fees · $624.1 million AUMSEC registeredNo commissions reportedRwa Wealth PartnersPrudential Tower, 800 Boylston Street · Boston, MA 02199 · (857) 255-2100 · Financial planningCRD 156984 · % of assets, Hourly charges, Fixed fees · $19.8 billion AUMSEC registeredNo commissions reportedSequentis Capital LLCOne Boston Place, 201 Washington St 26th Floor · Boston, MA 02108 · (617) 419-7133 · Financial planningCRD 298533 · % of assets, Hourly charges, Fixed fees · $101.5 million AUMSEC registeredNo commissions reportedTfc Financial Management INC260 Franklin Street, Suite 1888 · Boston, MA 02110 · (617) 210-6700 · Financial planningCRD 105062 · % of assets, Hourly charges, Fixed fees · $1.8 billion AUMSEC registeredNo commissions reportedThe Bollard Group LLCOne Joy Street · Boston, MA 02108 · (617) 720-5800 · Financial planningCRD 155317 · % of assets, Hourly charges, Performance-based fees · $6.7 billion AUMSEC registeredNo commissions reportedThe De Burlo Group, INC.50 Federal St. 8th Floor · Boston, MA 02110 · (617) 482-0275 · Hourly feesCRD 153435 · % of assets, Hourly charges, Fixed fees · $1.1 billion AUMSEC registeredNo commissions reportedTiaa Kaspick, LLC100 Federal St., 19th Floor · Boston, MA 02110 · (650) 585-4100 · Hourly feesCRD 104554 · % of assets, Hourly charges · $8.7 billion AUMSEC registeredNo commissions reportedTimbuktu Capital Management, LLC177 Huntington Ave, 17th Floor · Boston, MA 02115 · (857) 419-3809 · Financial planningCRD 131084 · % of assets, Hourly charges, Fixed fees · $98.6 million AUMSEC registeredNo commissions reportedTwin Focus Capital Partners, LLC75 Park Plaza · Boston, MA 02116 · (617) 720-4500 · Financial planningCRD 140522 · % of assets, Hourly charges, Fixed fees · $4.6 billion AUMSEC registeredNo commissions reportedWinthrop Wealth321 Columbus Ave, 3rd FL · Boston, MA 02116 · (617) 530-1010 · Financial planningCRD 288178 · % of assets, Hourly charges, Fixed fees · $3.1 billion AUMSEC registeredNo commissions reportedZevin Asset Management, LLC2 Oliver Street, Suite 806 · Boston, MA 02109 · (617) 742-6666 · Financial planningCRD 165269 · % of assets, Hourly charges, Other · $1.0 billion AUMSEC registeredNo commissions reported