Fee-OnlyFinder

Advisers in Newton, MA

9 advisers in Newton — 9 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (4)Flat / fixed fees (5)% of assets managed (8)

All advisers

Balanstone, LLC275 Grove Street, Suite 2-400 · Newton, MA 02466 · (617) 958-1490 · % of assets managedCRD 242796 · % of assets, Other · $10.8 million AUMState registeredNo commissions reportedDorfman Value Investments LLC24 Burnside Road · Newton, MA 02461 · (617) 542-8888 · % of assets managedCRD 120911 · % of assets, Performance-based fees · $35.3 million AUMState registeredNo commissions reportedInsight Financial Strategists29 Crafts Street, Suite 420 · Newton, MA 02458 · (781) 489-3994 · Financial planningCRD 165125 · % of assets, Hourly charges, Subscription fees · $27.8 million AUMState registeredNo commissions reportedParagon Financial Advisors831 Beacon St, Suite 320 · Newton, MA 02459 · (617) 641-2446 · Financial planningCRD 133856 · Hourly charges, Fixed fees · $113.0 million AUMState registeredNo commissions reportedParkstone Investments, LLCOne Gateway Center-Suite 510 · Newton, MA 02458 · (617) 549-2963 · % of assets managedCRD 171386 · % of assets · $24.0 million AUMState registeredNo commissions reportedProficio Capital Partners LLC300 Washington Street Ste 951, One Gateway Center · Newton, MA 02458 · (617) 340-8425 · Flat / fixed feesCRD 269931 · % of assets, Fixed fees, Performance-based fees · $8.2 billion AUMSEC registeredNo commissions reportedRenaissance Wealth Advisors, LLC275 Grove Street, Suite 2-400 · Newton, MA 02466 · (617) 663-5595 · Financial planningCRD 300007 · % of assets, Fixed fees · $109.9 million AUMSEC registeredNo commissions reportedRidley Cove Financial Advisors LLC275 Grove Street, Suite 2-400 · Newton, MA 02466 · (617) 791-3811 · Financial planningCRD 236787 · % of assets, Fixed fees · $41.2 million AUMState registeredNo commissions reportedThurston Hall Investment Research, LLC383 Elliot Street, Suite 100f · Newton, MA 02464 · (617) 459-6042 · % of assets managedCRD 136700 · % of assets · $78.0 million AUMState registeredNo commissions reported
Talking to advisers in Newton? 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.