Fee-OnlyFinder

Advisers in Braintree, MA

17 advisers in Braintree — 17 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (15)Hourly fees (12)Flat / fixed fees (12)Retirement plan consulting (11)

All advisers

Compass Capital Corporation50 Braintree Hill Office Park, Suite 105 · Braintree, MA 02184 · (781) 535-6083 · Financial planningCRD 112323 · % of assets, Hourly charges, Fixed fees · $695.5 million AUMSEC registeredNo commissions reportedDreamfield Planning Group, LLC140 Wood Road, Suite 400e · Braintree, MA 02184 · (617) 313-7545 · Financial planningCRD 316550 · % of assets, Hourly charges, Fixed fees · $9.7 million AUMState registeredNo commissions reportedGenerations Retirement Group, LLC45 Braintree Hill Office Park, Suite 302 · Braintree, MA 02184 · (781) 535-6133 · % of assets managedCRD 335069 · % of assets · $37.7 million AUMState registeredNo commissions reportedGenesis Wealth Advisors, LLC400 Washington Street, Suite 308 · Braintree, MA 02184 · (781) 344-1023 · Financial planningCRD 158388 · % of assets, Hourly charges, Fixed fees · $200.1 million AUMSEC registeredNo commissions reportedKelly Financial Services LLC10 Forbes Road, Ste 130 · Braintree, MA 02184 · (781) 849-3090 · Financial planningCRD 291996 · % of assets, Hourly charges, Fixed fees · $623.6 million AUMSEC registeredNo commissions reportedKraematon Investment Advisors, INC.25 Braintree Hill Office Park, Suite 200 · Braintree, MA 02184 · (781) 431-9425 · Financial planningCRD 126869 · % of assets · $201.5 million AUMSEC registeredNo commissions reportedLegacy Investment Advisors INC.100 Grandview Road, Suite 412 · Braintree, MA 02184 · (781) 380-1017 · % of assets managedCRD 124554 · % of assets · $5.8 million AUMState registeredNo commissions reportedLittle House Capital, LLC35 Braintree Hill Park, #100 · Braintree, MA 02184 · (617) 545-5600 · Financial planningCRD 290070 · % of assets, Hourly charges, Fixed fees · $675.2 million AUMSEC registeredNo commissions reportedMg Financial LLC30 Braintree Hill Office Park, Suite 104 · Braintree, MA 02184 · (781) 848-1163 · Financial planningCRD 107649 · % of assets, Hourly charges, Other · $1.1 billion AUMSEC registeredNo commissions reportedMsa Financial25 Braintree Hill Office Park, Suite 303 · Braintree, MA 02184 · (781) 843-3500 · Financial planningCRD 107768 · % of assets, Hourly charges, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reported
Najarian Financial LLC420 Washington Street, Suite 401 · Braintree, MA 02184 · (617) 680-8169 · Financial planningCRD 306339 · % of assets, Hourly charges, Fixed fees · $48.4 million AUMState registeredNo commissions reportedNapier Financial30 Braintree Hill Office Park, Suite 201 · Braintree, MA 02184 · (781) 884-2300 · Financial planningCRD 336725 · % of assets, Hourly charges, Fixed fees · $587.9 million AUMSEC registeredNo commissions reportedPallas Capital Advisors, LLC45 Braintree Hill Office Park, Suite 201 · Braintree, MA 02184 · (781) 971-5052 · Financial planningCRD 310327 · % of assets, Hourly charges, Fixed fees · $4.3 billion AUMSEC registeredNo commissions reportedPeddock Capital Advisors, LLC50 Braintree Hill Office Park, Suite 207 · Braintree, MA 02184 · (781) 848-0288 · Financial planningCRD 148216 · % of assets, Hourly charges, Fixed fees · $836.2 million AUMSEC registeredNo commissions reportedRise North Capital Investment Advisors25 Braintree Hill Office Park · Braintree, MA 02184 · (781) 519-6969 · Financial planningCRD 336740 · % of assets, Fixed fees · $50.6 million AUMSEC registeredNo commissions reportedStablepoint Partners, LLC45 Braintree Hill Park, Suite #402 · Braintree, MA 02184 · (781) 654-4600 · Financial planningCRD 328503 · % of assets · $930.0 million AUMSEC registeredNo commissions reportedTga Capital Management25 Braintree Hill Office Park · Braintree, MA 02184 · (508) 224-9646 · Financial planningCRD 131629 · % of assets, Hourly charges, Fixed fees · $32.6 million AUMState registeredNo commissions reported
Talking to advisers in Braintree? 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.