Fee-OnlyFinder

Advisers in Lexington, MA

5 advisers in Lexington — 5 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Hourly fees (3)Flat / fixed fees (4)

All advisers

Innovative Advisory Group394 Lowell Street, Suite 8 · Lexington, MA 02420 · (781) 577-2782 · Financial planningCRD 146618 · % of assets, Hourly charges, Fixed fees · $194.0 million AUMSEC registeredNo commissions reportedOuellette Wealth Advisory LLC35 Bedford St, Suite 16 · Lexington, MA 02420 · (781) 861-0766 · Financial planningCRD 289242 · % of assets, Hourly charges, Fixed fees · $274.4 million AUMSEC registeredNo commissions reportedSimpson Investment Counsel52 Waltham Street · Lexington, MA 02421 · (781) 863-0250 · Financial planningCRD 107499 · % of assets · $17.6 million AUMState registeredNo commissions reportedStreet Smart Financial, LLC21 Worthen Rd, Suite 1-2b · Lexington, MA 02421 · (781) 860-7878 · Financial planningCRD 146422 · % of assets, Hourly charges, Fixed fees · $58.0 million AUMState registeredNo commissions reportedWingate Wealth Advisors, INC.450 Bedford Street · Lexington, MA 02420 · (781) 862-7100 · Financial planningCRD 105012 · % of assets, Fixed fees · $1.4 billion AUMSEC registeredNo commissions reported
Talking to advisers in Lexington? 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.