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Advisers in Needham, MA

14 advisers in Needham — 14 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (13)Hourly fees (7)Flat / fixed fees (9)

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Andersonlane1329 Highland Avenue, Suite 2 · Needham, MA 02492 · (617) 517-4824 · Financial planningCRD 301225 · % of assets, Fixed fees · $50.9 million AUMState registeredNo commissions reportedArmstrong Advisory Group INC.144 Gould Street, Suite 210 · Needham, MA 02494 · (781) 433-0001 · Financial planningCRD 318662 · % of assets, Fixed fees · $1.7 billion AUMSEC registeredNo commissions reportedBeaumont Financial Partners250 1st Avenue, Suite 101 · Needham, MA 02494 · (781) 400-2800 · Financial planningCRD 322925 · % of assets, Hourly charges, Fixed fees · $3.8 billion AUMSEC registeredNo commissions reportedBreakwater Financial, LLC117 Kendrick Street, Suite 300 · Needham, MA 02494 · (617) 849-8019 · Financial planningCRD 282401 · % of assets, Hourly charges, Fixed fees · $127.9 million AUMSEC registeredNo commissions reportedCenterpoint Advisors, LLC175 Highland Avenue, Suite 302 · Needham, MA 02494 · (781) 400-1748 · Financial planningCRD 156698 · % of assets, Hourly charges · $731.9 million AUMSEC registeredNo commissions reportedCommons Capital, LLC75 2nd Avenue, Suite 410 · Needham, MA 02494 · (617) 431-7200 · Financial planningCRD 165738 · % of assets, Fixed fees · $307.4 million AUMSEC registeredNo commissions reportedDarrow Wealth Management200 Reservoir Street, Suite 303 · Needham, MA 02494 · (978) 369-5144 · Financial planningCRD 105679 · % of assets, Fixed fees · $392.4 million AUMSEC registeredNo commissions reportedForness Financial LLC105 Chestnut Street, Suite 37 · Needham, MA 02492 · (781) 400-2604 · Financial planningCRD 172473 · % of assets · $202.8 million AUMSEC registeredNo commissions reportedFreeman Financial LLC687 Highland Ave #17 · Needham, MA 02494 · (617) 752-1515 · % of assets managedCRD 288904 · % of assets · $4.9 million AUMState registeredNo commissions reportedGoodman Advisory Group, LLC160 Gould St, Suite 102 · Needham, MA 02494 · (781) 559-0320 · Financial planningCRD 285637 · % of assets, Hourly charges, Fixed fees · $415.5 million AUMSEC registeredNo commissions reported
Sw Private Wealth, LLC75 2nd Avenue, Suite 605 · Needham, MA 02494 · (617) 866-0998 · Financial planningCRD 289362 · % of assets, Hourly charges, Fixed fees · $40.2 million AUMState registeredNo commissions reportedThe Sher Wealth Management Group75 Second Ave., Suite 605 · Needham, MA 02494 · (617) 928-3656 · Financial planningCRD 172369 · % of assets · $145.6 million AUMSEC registeredNo commissions reportedTomasetti Investment Group, LLC75 Second Avenue, Suite 605 · Needham, MA 02494 · (617) 454-1200 · Financial planningCRD 136442 · % of assets, Hourly charges, Fixed fees · $60.6 million AUMState registeredNo commissions reportedTraub Capital Management97 Chapel St, Suite 7 · Needham, MA 02492 · (781) 453-3929 · Financial planningCRD 136851 · % of assets, Hourly charges · $210.8 million AUMSEC registeredNo commissions reported
Talking to advisers in Needham? 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.