Fee-OnlyFinder

Hourly fees in Needham, MA

7 advisers in Needham offering hourly fees. Firms that report charging hourly fees (Item 5.E(2)) — useful if you want advice without handing over your assets.

All 7

Beaumont 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 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 reportedSw 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 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