Fee-OnlyFinder

Advisers in Boston, MA

150 advisers in Boston — 150 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (65)Hourly fees (37)Flat / fixed fees (78)% of assets managed (146)Retirement plan consulting (27)

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Panos Financial Partners, LLC121 Portland Street, Unit 1004 · Boston, MA 02114 · (617) 834-3259 · Flat / fixed feesCRD 158080 · % of assets, Fixed fees · $42.0 million AUMState registeredNo commissions reportedPartners Capital Investment Group, LLP600 Atlantic Ave, 30th Floor · Boston, MA 02210 · (617) 292-2570 · Flat / fixed feesCRD 120663 · % of assets, Fixed fees, Performance-based fees · $50.5 billion AUMSEC registeredNo commissions reportedPenobscot Investment Management Company, INC.155 Federal Street, Suite 1602 · Boston, MA 02210 · (617) 227-3111 · % of assets managedCRD 105060 · % of assets · $1.6 billion AUMSEC registeredNo commissions reportedPortolan Capital Management, LLCTwo International Place, Suite 2630 · Boston, MA 02110 · (617) 753-6400 · % of assets managedCRD 157542 · % of assets, Performance-based fees · $2.0 billion AUMSEC registeredNo commissions reportedPromethos Capital, LLC101 Federal Street, Suite 1900 · Boston, MA 02110 · (617) 535-9240 · Flat / fixed feesCRD 300915 · % of assets, Fixed fees · $1.3 billion 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 reportedPutnam Investment Management, LLC100 Federal St · Boston, MA 02110 · (617) 292-1000 · % of assets managedCRD 106629 · % of assets, Performance-based fees · $117.2 billion 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 reportedRedwood Investments, LLC265 Franklin Street, Suite 1603 · Boston, MA 02110 · (617) 467-3000 · % of assets managedCRD 133028 · % of assets · $710.1 million AUMSEC registeredNo commissions reportedReynders, McVeigh Capital Management, LLC10 Post Office Square, Suite N1010 · Boston, MA 02109 · (617) 226-9999 · Financial planningCRD 137342 · % of assets, Fixed fees · $4.2 billion AUMSEC registeredNo commissions reported
Rivermax 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 reportedS & CO., INC.50 Congress Street, Room 800 · Boston, MA 02109 · (617) 227-8660 · % of assets managedCRD 110026 · % of assets · $2.5 billion AUMSEC registeredNo commissions reportedSantander Securities75 State Street, Mail Code: Ma-Sst-Inv3 · Boston, MA 02109 · (866) 736-6475 · Financial planningCRD 41791 · % of assets · $3.1 billion AUMSEC registeredNo commissions reportedSawyer & CO INC50 Federal Street, Fifth Floor · Boston, MA 02110 · (617) 227-7033 · % of assets managedCRD 112849 · % of assets · $320.1 million AUMSEC registeredNo commissions reportedScs Capital Management LLC888 Boylston Street, Suite 1010 · Boston, MA 02199 · (617) 204-6400 · Financial planningCRD 122258 · % of assets, Fixed fees, Performance-based fees · $48.7 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 reportedShepherd Kaplan Krochuk, LLC53 State Street, 23rd Floor · Boston, MA 02109 · (617) 896-1600 · Financial planningCRD 127304 · % of assets, Performance-based fees · $10.9 billion AUMSEC registeredNo commissions reportedSiharum Advisors, LLC10 High Street, Suite 302 · Boston, MA 02110 · (617) 428-7500 · Flat / fixed feesCRD 147957 · % of assets, Fixed fees · $687.5 million AUMSEC registeredNo commissions reportedSingle Point Partners277 Dartmouth Street, 4th Floor · Boston, MA 02116 · (617) 600-0510 · Financial planningCRD 163793 · Fixed fees · $641.3 million AUMSEC registeredNo commissions reportedSippican Capital Advisors125 High St., Suite 1802 · Boston, MA 02110 · (857) 263-8101 · Flat / fixed feesCRD 155188 · % of assets, Fixed fees · $175.0 million AUMSEC registeredNo commissions reportedSouth Shore Capital Advisors, LLC100 Franklin Street, Suite 403 · Boston, MA 02110 · (781) 740-9310 · Financial planningCRD 142915 · % of assets, Fixed fees · $272.8 million AUMSEC registeredNo commissions reportedStackwell100 Summer Street, Suite 1600 · Boston, MA 02110 · (617) 455-4741 · Flat / fixed feesCRD 316298 · Fixed fees · $2.3 million AUMSEC registeredNo commissions reportedStance Capital LLC131 Dartmouth Street, 3rd Floor · Boston, MA 02116 · (617) 875-1062 · % of assets managedCRD 284267 · % of assets · $354.2 million AUMSEC registeredNo commissions reportedSterling Oak Advisors77 Exeter Street, Suite 1603 · Boston, MA 02116 · (781) 992-5700 · Financial planningCRD 152267 · % of assets · $47.5 million AUMState registeredNo commissions reportedStrategic Advisers LLC155 Seaport Blvd · Boston, MA 02210 · (617) 563-7000 · Financial planningCRD 104555 · % of assets, Fixed fees, Other · $1370.1 billion AUMSEC registeredNo commissions reportedStrategic Capital Allocation Group, L.L.C.357 Beacon Street, Suite 2 · Boston, MA 02116 · (617) 450-9300 · Flat / fixed feesCRD 114922 · % of assets, Fixed fees · $2.8 billion AUMSEC registeredNo commissions reportedSvb Wealth53 State Street, 28th Floor · Boston, MA 02109 · (617) 912-4485 · Financial planningCRD 172832 · % of assets, Fixed fees · $3.1 billion AUMSEC registeredNo commissions reportedTa Realty LLCOne Federal Street, 17th Floor · Boston, MA 02110 · (617) 476-2700 · % of assets managedCRD 108586 · % of assets, Performance-based fees, Other · $1.5 billion 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 reportedThe Putnam Advisory Company, LLC100 Federal St · Boston, MA 02110 · (617) 292-1000 · % of assets managedCRD 106631 · % of assets, Performance-based fees · $33.2 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 reportedTimber Creek Capital Management, LLC44 School Street, Suite 410 · Boston, MA 02108 · (617) 722-0855 · Financial planningCRD 146220 · % of assets · $636.8 million 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 reportedTrillium Asset ManagementOne Congress Street, Suite 3101 · Boston, MA 02114 · (617) 423-6655 · Flat / fixed feesCRD 110901 · % of assets, Fixed fees · $4.3 billion 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 reportedWainwright Investment Counsel LLCOne Boston Place, 29th Floor · Boston, MA 02108 · (617) 531-3100 · Flat / fixed feesCRD 108711 · % of assets, Fixed fees, Performance-based fees · $5.5 billion AUMSEC registeredNo commissions reportedWakely Investment ManagementOne Boston Place, Suite 2600 · Boston, MA 02108 · (617) 850-9091 · Financial planningCRD 167206 · % of assets · $86.7 million AUMState registeredNo commissions reportedWealth Effects265 Franklin Street, Suite 1702 · Boston, MA 02110 · (617) 465-2560 · Financial planningCRD 315244 · % of assets · $472.0 million AUMSEC registeredNo commissions reportedWeatherbie Capital, LLC265 Franklin Street, Suite 1603 · Boston, MA 02110 · (617) 951-2550 · % of assets managedCRD 105991 · % of assets, Performance-based fees · $1.3 billion AUMSEC registeredNo commissions reportedWelch & Forbes LLC45 School Street · Boston, MA 02108 · (617) 523-1635 · Financial planningCRD 115119 · % of assets, Fixed fees · $9.9 billion AUMSEC registeredNo commissions reportedWestfield Capital Management Company, L.P.One Financial Center · Boston, MA 02111 · (617) 428-7100 · % of assets managedCRD 146990 · % of assets, Performance-based fees · $29.8 billion AUMSEC registeredNo commissions reportedWilkins Investment Counsel, INC160 Federal St., 22nd Floor · Boston, MA 02110 · (617) 951-9969 · % of assets managedCRD 104913 · % of assets · $1.1 billion AUMSEC registeredNo commissions reportedWincap Financial LLC55 Union Street · Boston, MA 02108 · (617) 590-3250 · Financial planningCRD 315798 · % of assets · $223.1 million 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 reportedWoodstock Corporation21 Custom House Street, 5th Floor · Boston, MA 02110 · (617) 227-0600 · % of assets managedCRD 110662 · % of assets, Performance-based fees · $1.3 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
Talking to advisers in Boston? 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.