Advisers in Cambridge, MA

7 advisers in Cambridge — 7 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (6)Hourly fees (3)Flat / fixed fees (3)

All advisers

Cip Capital Management, LLC799 Cambridge Street · Cambridge, MA 02141 · (617) 354-0866 · Financial planningCRD 321225 · % of assets, Fixed fees · $2.6 million AUMState registeredNo commissions reported East Horizon InvestmentsOne Broadway, 14th Floor · Cambridge, MA 02142 · (617) 401-2704 · Financial planningCRD 158364 · % of assets, Hourly charges · $63.5 million AUMState registeredNo commissions reported Etre LLC135 Garden Street · Cambridge, MA 02138 · (617) 945-9401 · Financial planningCRD 121355 · % of assets · $216.8 million AUMSEC registeredNo commissions reported Gc Wealth Management Ria, LLC20 University Road, 4th Floor · Cambridge, MA 02138 · (617) 234-7000 · Financial planningCRD 327269 · % of assets, Fixed fees · $5.8 billion AUMSEC registeredNo commissions reported Kendall Wealth LLC10 Rogers Street, Suite 118 · Cambridge, MA 02142 · (617) 945-2371 · Financial planningCRD 113901 · % of assets, Hourly charges, Fixed fees · $62.0 million AUMState registeredNo commissions reported Pinney & Scofield, INC.22 Hilliard Street · Cambridge, MA 02138 · (617) 492-6223 · Financial planningCRD 105365 · % of assets, Hourly charges · $858.7 million AUMSEC registeredNo commissions reported Viraj Capital, LLCOne Mifflin Place, 119 Mount Auburn Street, Suite 400 · Cambridge, MA 02138 · (646) 241-6857 · % of assets managedCRD 304730 · % of assets, Performance-based fees, Other · $845,679 AUMState registeredNo commissions reported

Talking to advisers in Cambridge? 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.