Fee-OnlyFinder

Advisers in Concord, MA

8 advisers in Concord — 8 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (7)Hourly fees (4)Flat / fixed fees (6)

All advisers

Bay Colony Advisors86 Baker Avenue Extension, Suite 310 · Concord, MA 01742 · (978) 369-7200 · Financial planningCRD 152583 · % of assets, Hourly charges, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reportedCape Ann Capital, INC.22 Grove Street · Concord, MA 01742 · (978) 254-5841 · Financial planningCRD 128942 · % of assets, Fixed fees · $193.0 million AUMSEC registeredNo commissions reportedConcordia Wealth Management, LLC37 Main Street, Suite 1 · Concord, MA 01742 · (978) 371-7044 · Financial planningCRD 164278 · % of assets, Fixed fees · $197.1 million AUMSEC registeredNo commissions reportedHeritage Financial Network, INC.97 Lowell Road · Concord, MA 01742 · (978) 371-2954 · Financial planningCRD 128532 · % of assets, Hourly charges · $85.0 million AUMState registeredNo commissions reportedMeeting House Capital, LLC100 Main Street, Suite 110-2 · Concord, MA 01742 · (978) 245-6811 · Financial planningCRD 310435 · % of assets, Fixed fees · $30.3 million AUMState registeredNo commissions reportedMonument Group Wealth Advisors, LLC801 Main Street, Suite 14 · Concord, MA 01742 · (978) 369-7705 · Financial planningCRD 111908 · % of assets, Hourly charges, Fixed fees · $678.9 million AUMSEC registeredNo commissions reportedSpencer Brook Asset Management, LLC747 Main Street, Suite 213 · Concord, MA 01742 · (617) 828-7795 · % of assets managedCRD 129034 · % of assets · $88.0 million AUMState registeredNo commissions reportedTwelve Points Wealth Management9 Pond Lane, Suite 3a · Concord, MA 01742 · (978) 318-9500 · Financial planningCRD 171107 · % of assets, Hourly charges, Fixed fees · $2.2 billion AUMSEC registeredNo commissions reported
Talking to advisers in Concord? 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.